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4seasonsgardenso
Level 1

Hi, I reconnected my bank account today, but now everything appears to be duplicated and my bank account appears twice. is there a way I can link them? all my income and expenses shown twice

 
1 REPLY 1
JonpriL
Moderator

Hi, I reconnected my bank account today, but now everything appears to be duplicated and my bank account appears twice. is there a way I can link them? all my income and expenses shown twice

Hello @4seasonsgardenso,

 

As of the moment, there isn't an integrated way to link two bank accounts in QuickBooks Self-Employed. You can consider turning off the other account and exclude your transaction to avoid duplicate entries. Let me show you how.

 

To delete a bank account:

  1. Go to the Gear icon.
  2. Under Transactions, select Bank Accounts.
  3. Toggle to turn off your other bank account.

To exclude your transactions:

  1. Go to Transactions.
  2. Select all those duplicate transactions.
  3. On the buttons above, select Exclude this transaction.
  4. Click Save.

Additionally, you can also browse through the content of this helpful article to get a better way of categorising your bank transactions: Create rules to speed up reviews in QuickBooks Self-Employed.

 

If you have any other questions, please let me know by leaving any comments below. Stay safe!

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