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Everything you need to know about banking in QuickBooks Online - Discover more
RED7STUDIOS
Level 2

Automatically Remove duplicates

Quickbooks failed to import all my transactions causing reconciliation problems.

 

I decided to import my bank statement manually for a single month to fill in the gaps of the missing transactions as finding them manually is simply ridiculous.

 

Terrible mistake, Quickbooks didn't seem to offer to only import missing transactions or warn me of detected duplicates...

 

Please tell me in the year 2023 there's a one-click batch option to remove suspected detected duplicates in quick books... 

Solved
Best answer April 14, 2023

Accepted Solutions
LollyNino_C
QuickBooks Team

Automatically Remove duplicates

I got your back, @RED7STUDIOS. I'm here to ensure you'll be able to delete the duplicate expense in QuickBooks Online (QBO). 

 

QuickBooks is dependent on the entries that are transmitted from your financial institution. Transactions are being posted in the system the way they have been cleared from your bank. 

 

The income and expenses that will upload to the system will depend on the information that your bank shares. There are times a financial institution linked to QuickBooks downloads duplicate transactions.

 

There are simple steps you can follow to resolve the problem. We can exclude the transactions to remove duplicates from your banking. Here's how:

 

  1. Go to the Banking menu or Transactions menu, then select the Banking tab.
  2. Go to the For Review tab.
  3. Tick the box for each transaction you want to exclude.
  4. Select Exclude.

 

Excluded transactions move to the Excluded tab. They won’t be added to QuickBooks or downloaded again. 

 

When you disconnect your bank account, it's important to go through the For Review tab and make sure that all of the transactions are ones that are categorized in QuickBooks. This will help you avoid downloading duplicate transactions when you reconnect the account. If the transactions are older than 90 days, you won't be able to download them into QuickBooks again. 

 

You can also check about categorizing and matching bank transactions for your additional reference.

 

I'm just around the corner to help if you have any other questions besides fixing duplicate transactions in QBO. Please don't hesitate to post a reply below. Have a wonderful day!

View solution in original post

5 REPLIES 5
Ashleigh1
QuickBooks Team

Automatically Remove duplicates

Hello Red7studios, thanks for posting on the Community page, so there is no way to do that im afraid it is a case of having to go through them and find the duplicates, so on the for review page, find the duplicate and then exclude and delete that transaction.

RED7STUDIOS
Level 2

Automatically Remove duplicates

Out of curiosity does QuickBooks avoid putting in duplicate transactions from the bank?

 

For example, if I reconnected my bank would it only put in transactions previously not imported?

LollyNino_C
QuickBooks Team

Automatically Remove duplicates

I got your back, @RED7STUDIOS. I'm here to ensure you'll be able to delete the duplicate expense in QuickBooks Online (QBO). 

 

QuickBooks is dependent on the entries that are transmitted from your financial institution. Transactions are being posted in the system the way they have been cleared from your bank. 

 

The income and expenses that will upload to the system will depend on the information that your bank shares. There are times a financial institution linked to QuickBooks downloads duplicate transactions.

 

There are simple steps you can follow to resolve the problem. We can exclude the transactions to remove duplicates from your banking. Here's how:

 

  1. Go to the Banking menu or Transactions menu, then select the Banking tab.
  2. Go to the For Review tab.
  3. Tick the box for each transaction you want to exclude.
  4. Select Exclude.

 

Excluded transactions move to the Excluded tab. They won’t be added to QuickBooks or downloaded again. 

 

When you disconnect your bank account, it's important to go through the For Review tab and make sure that all of the transactions are ones that are categorized in QuickBooks. This will help you avoid downloading duplicate transactions when you reconnect the account. If the transactions are older than 90 days, you won't be able to download them into QuickBooks again. 

 

You can also check about categorizing and matching bank transactions for your additional reference.

 

I'm just around the corner to help if you have any other questions besides fixing duplicate transactions in QBO. Please don't hesitate to post a reply below. Have a wonderful day!

Sasen
Level 1

Automatically Remove duplicates

This is a primitive solution. Quickbook needs to recode the algorithm and bring the software into this century.

It's all very well to use 'positive' replies to obvious concerns users are putting forward, but where is actual solution??

Archie_B
QuickBooks Team

Automatically Remove duplicates

Hello there, Sasen.

 

I recognize the importance of your suggestions and feedback in driving these improvements.

 

Your feedback is highly valuable to us, as it allows us to prioritize enhancements and ensure that QuickBooks remains a reliable and efficient tool for your business.

 

With that, I encourage you to share your thoughts, ideas, and suggestions with us. Your feedback serves as a valuable resource that helps shape the future of QuickBooks, especially in handling bank transactions. 

 

To submit a feedback:

 

  1. Go to the Gear ⚙ icon.
  2. Choose Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit.

 

This will help our dedicated team of engineers and developers as they actively collaborate to address customer needs and bring innovative solutions to our platform. 

 

I've also added this link to our Help Page for additional related topics and articles that you can use in future tasks.

 

Let me know if you still have other concerns or follow-up questions. I'll be here to help.

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