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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
nigel13
Level 1

Transactions - brought in direct from my bank account - are being duplicated. This is causing a big problem. Why is this happening and what can I do about it?

It appears to be happening since about 2 months ago

3 REPLIES 3
IrishA
QuickBooks Team

Transactions - brought in direct from my bank account - are being duplicated. This is causing a big problem. Why is this happening and what can I do about it?

We understand how duplicate transactions can create difficulties in managing your finances, Nigel, and we’re here to help address this matter.

 

To assist you more effectively, could you let us know the name of the bank you’ve connected to the QuickBooks Self Employed (QBSE)? This will help us identify the root cause.

 

Duplicate transactions are often the result of data being imported directly from your bank account and can occur due to various reasons, such as connecting issues from the bank to QuickBooks, re-syncing or disconnecting and reconnecting the bank, or entering transactions manually.

 

To resolve duplicate transactions, you can Exclude them from your bank feeds by following these steps:

 

  1. Navigate to the Transactions menu.
  2. Locate the transaction you need to exclude and click on it to expand the details.
  3. Select the Exclude icon.
  4. Click Apply to confirm the changes.


In addition, we recommend contacting your bank to check if there are any ongoing maintenance updates or technical issues that may be interfering with transaction imports.

 

If the bank confirms there are no such issues, we suggest reaching out to our Phone Support Team. They can securely review your account and offer additional solutions.

 

Please know that you're always welcome to return here if you have any further questions or need assistance with managing your bank transactions in QuickBooks. We're ready to help whenever you need us.

nigel13
Level 1

Transactions - brought in direct from my bank account - are being duplicated. This is causing a big problem. Why is this happening and what can I do about it?

The bank is Tide. 
So I have to go through all the transactions and figure out which are duplicates? That sounds time consuming and annoying. 
Isn't there a way that you can do it automatically?

TrixieD
QuickBooks Team

Transactions - brought in direct from my bank account - are being duplicated. This is causing a big problem. Why is this happening and what can I do about it?

We understand that checking duplicate transactions one by one can be time-consuming for you, Nigel.

Currently, the only way to handle duplicate transactions is to review them individually and exclude them by batch. This ensures duplicates are properly identified and keeps your financial records accurate.

 

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