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Level 1

Numerous duplicate transactions after bank account reconnect

Hi there

 

Quickbooks self employed has been largely working fine for nearly a year now, but on logging in earlier today I was flooded with error messages needing to reconnect to the bank accounts and fix connection problems- I've had to do this a few times in the past but never been much of an issue 

 

After completing the process, I restarted the app just to make sure changes had been applied, but still same error messages displayed - completed verification for bank accounts again and still no luck - returned to dashboard to now find all the transactions previously reviewed have been duplicated and now have over 700 transactions that need reviewing- I dont want to go deleting bank accounts on the profile in case it wipes out all of the data from the past year! Help! 

6 REPLIES 6
QuickBooks Team

Numerous duplicate transactions after bank account reconnect

Hi John,

 

Thank goodness you were able to fix the errors. However, you got a lot of transactions now. Let's go ahead and remove them.

  1. Open the transaction from the Transaction page.
  2. Check Exclude on.
  3. Select Save.

If you will experience the same thing, please don't troubleshoot it yet and reach out to our Support team instead. That way, they can gather screenshots for documentation purposes. Our engineers can check this further and create a permanent fix.

 

Please let me know if you still need help handling your downloaded transactions.

Level 1

Numerous duplicate transactions after bank account reconnect

Hello there, 

 

Is that the only resolution? There are approximately 350 duplicate transactions that need to be removed, which would take a lot of time to complete. 

I still have lots of errors on the.banking page - it seems to be working fine, but with lots of error messages asking to fix the connection and a list of duplicate bank accounts when there should be just one 

 

Thanks 

 

J

QuickBooks Team

Numerous duplicate transactions after bank account reconnect

Hello again, JohnAnderson,

 

Excluding transactions is one of the options to remove duplicates in QuickBooks Self-Employed (QBSE).

 

How your financial institutions communicate with QuickBooks can impact the data we receive, which can sometimes lead to duplicate transactions.

 

While we are at work to improve these connections, there are a few things you can perform to resolve this:

 

Step 1: Double-check your bank statement

  • Log in to your bank’s website and check those statements. If transactions are showing twice, your data came in correctly. If you only see it once, then connecting your bank account twice is the cause of the issue.

Step 2: Check for duplicate accounts connected

  • Go to Bank Accounts in QBSE and check if the bank or bank account is only appearing once. Otherwise, you can hide the extra account.

Step 3: Hide a bank account

  1. Click the Gear icon at the top.
  2. Under Transactions, select Bank Accounts.
  3. Find the account you want to hide, then toggle ON the Hide option.

Step 4: Delete duplicate transactions

  1. On the left pane, select Transactions.
  2. Click Delete duplicate transactions.
  3. Select each group of duplicates and mark the copy you want to keep.
  4. Click Keep marked transactions.

Step 5: Exclude the extra transactions

  1. Select the transaction.
  2. Check Exclude on.

Also, I have the tool to look up for any investigation. Just provide your bank and I'll modify this post for any updates.

 

I've added the Split and Exclude Transactions article for detailed steps and sample screenshots on how to exclude entries.

 

I'll keep this post while waiting for your response. Thank you and take care always!

Level 2

Numerous duplicate transactions after bank account reconnect

I cannot see an option for 'Delete Duplicate Transactions' on my account, where exactly is it?

 

Also, why do we suddenly get instances of transactions being duplicated, what is the problem?

 

In addition, when looking at Unreviewed Transactions in order to select a category, you used to be able to click on for say, Business or Personal and then chose a category, it now immediately gets moved to Reviewed without the chance to change, or select a category, why?

QuickBooks Team

Numerous duplicate transactions after bank account reconnect

Hello Thecartoonman, 

 

This will be because of the new open banking that all banks have got to move over to. 

 

When you tick the box of the trasnaction you do not want that is a duplicate, at the top in a black bar will give you the work exclude once you click that it will remove the transaction for you. 

Level 1

Numerous duplicate transactions after bank account reconnect

I tried to reach Support team and the answer im getting is that i need to go through all of the transactions BY HAND, and exclude them . They dont mention they will fix it, and also it is doing this because of bank account cant stay connected and ask for reconnection. This is ridiculous. Please fix this is gonna take me like 8 hours to go through ALL my year transactions...