Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
October 13, 2023
Question

Duplicate bank connection

  • October 13, 2023
  • 1 reply
  • 1 view

I’ve somehow managed to connect the same bank account twice so all my transactions are duplicated.  I’ve tried to follow instructions to delete one account but whenever I click on the bank connection button, either through my profile or in the Quickbooks app itself, it just keeps saying words like ‘there is an error, try again!’.  Any ideas to solve this most appreciated.

1 reply

Bryan_M
QuickBooks Team
October 13, 2023

Welcome to the Community space, @Sianwestmancoat. I know the duplicate transactions have become challenging on your end especially when you click the bank connection an error prompt shows. Allow me to guide you on what we can do to fix this.

 

If you don't want to see transactions from a bank account anymore, you can hide them. This stops QuickBooks from downloading new transactions, and you keep all the existing data:

 

  1. Open QuickBooks Self-Employed in a web browser.
  2. Select the Profile ⚙ icon and then Connect bank.
  3. Find the account you want to hide.
  4. Under the Show Account section, switch it OFF.

 

For additional info, check out this article: Delete bank and transaction data in QuickBooks Self-Employed.

 

The articles below will also help you transfer between accounts, add older and exclude transactions in QBSE:

 

 

Please let us know if we achieve our goal today, @Sianwestmancoat. For additional questions about managing your bank transactions, click the reply button below. We'll be willing to lend a hand. Keep safe, and have a good one.

October 13, 2023

Hi Bryan and thanks for your response.

I have followed the steps but when I searched for my bank nothing came up so I wasn’t able to switch it off.

I have managed to delete one of the accounts by going to the ‘manage’ button and it now says I have 1 account connected (instead of 2) however the Quickbooks App now says I have no bank connected and it’s still showing hundreds of past transactions that haven’t been categorised (which are still duplicates).  I’m really confused as to what is going on…?

thank you!

Sian

January 26, 2024

Ive had the is same problem over and over