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Mp196920160
May 20, 2023 3:09 PM UTC
Question

duplicated data

Hi, it looks like on a few occasions the download from the bank has aslo had a manual input. is there a way to identy this, there on the same day and values, and what would be the best way to remove one. thanks

5 replies

Angelyn_T
Angelyn_TModerator
Moderator
May 20, 2023 4:36 PM UTC

Good day to you, Mp196920160. I'll share some ways to remove the duplicate entries on your record.

 

First, you can go through your register to identify the possible duplicate transactions in your record. 

 

Here's how:

 

  1. Sign in to your account.
  2. Click on Accounting at the left pane, then Chart of Accounts.
  3. Look for your bank, then tap on View Register under Action.

 

To remove possible duplicate records, select the transaction, then Delete.

 

Alternatively, you may exclude the downloaded bank entry from the Banking page. 

 

On the other hand, you can skip the process of manually deleting identical entries by matching them.

 

  1. Locate the downloaded transaction to expand the view.
  2. Tap on Find Match. 
  3. Review the matching records found in QuickBooks. 
  4. Follow the onscreen instructions to complete.

 

I'm also adding this article for more information: Categorise and match online bank transactions in QuickBooks Online. The same material will give you tips about adding and categorising banking entries and splitting them into multiple accounts.

 

Please let me know in the comment section below if you have follow-up questions while working with your banking data. I'm always here to help. Have a good one!

Mp196920160Author
May 21, 2023 7:45 AM UTC

thanks again. going throughit but its doing what i want now. with the ones that are ok that have been added manually is there a way to make them show as cleared?

JessT
JessTModerator
Moderator
May 21, 2023 9:20 AM UTC

Hi Mp196920160,

 

Yes, there's a way to change the statuses of the ones you added to Cleared. I'll continue to guide you through updating them.

 

To do this, you'll want to go to your transactions in your bank register using the first set of steps that Angelyn_T shared above. Then, click each of them and the Reconcile field until the status becomes C (Cleared), save and confirm. Then, do the same thing to the rest of the transactions.

 

 

On the other hand, a cleared status can be achieved when you add or match transactions from the Banking page.

 

Speaking of duplicates, I also want to add this article about handling duplicate transactions in the For review section on Banking: How to remove duplicate bank transactions in QuickBooks Online. Though the flag says it's for an Australian version, the concept is just the same with the UK version. It's just for your additional reference.

 

Feel free to go back to this thread if you have any other questions about managing your bank transactions.

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