The Banking page will only cause duplicates in your register if you have added a bank transaction (even if you have an existing same transaction). Instead, you'll need match the bank transaction to the existing one.
To remove the duplicate bank transactions, we can undo them. Here's how to do it:
You can also use this article for reference when managing your banking transactions: Add and Match Downloaded Banking Transactions.
I'll be around if you need more assistance with this. Have a great day!
Thank you for this James. Really appreciated.
In order to keep my finances up to date though, do I not need to be adding all of my transactions, to account for all of my incoming and outgoing business payments, and to keep my quickbooks balance in line with my bank balance?
I presumed that I could match the bank transaction to the expense that had been added via the app (because it takes a day or two for the banking transaction to appear, while the app expense is instant), but when I click the transaction in banking and hit the 'find match' tab, all I get is "We could not find matching QBO transactions for the date and search criteria above" regardless of anything I do to try to find it.
Your bank transactions will not find your expenses amount as match if their amounts don't match. Another reason is if they're already marked as reconciled (R) or they are matched to other bank transactions. Would you be able to verify if your expenses are not in any of these conditions?
Thanks in advance for your reply.
Hi - Thanks for any help you can give.
I uploaded my first receipt, but it says it doesn't find a match, even though I can see in Banking that the transaction is there. Is there was a to manually make a receipt match to a particular transaction? Thank you!
Thanks for joining this conversation, Rebecca.
If you created a sales receipt before downloading transactions from your bank, QuickBooks Online (QBO) tries to match them.
If the program can't find a match, you can double-check the transactions and make sure they have the same amount, payment method and date.
However, if you haven't entered a sales receipt yet, there is a to manually add it, Please follow the steps below:
Once done, go back to the Banking page on the left menu. Under the For Review tab, did you see a Record found alert? If so, it means that the bank transaction has match to the sales receipt that you've entered in QBO.
Click the bank transaction to review and hit the Match button.
For additional insights with matching transactions, please visit this article:
Should you have other questions, please let me know. I'm always here if you need anything else. Take care.
I'd be glad to continue helping you on this. Precious is already out of office.
From what I understand, donor and customer are just the same thing, depending on how you call your customer in QuickBooks. Also, you will match transactions from the Banking page, not on the sales receipt transaction page itself. Would you be able to send a screenshot of the page that you're working on?
Thank you in advance for any additional details.
Hi. Thanks for trying to help. You asked for images. Here are three. The receipt says 9/17. It was actually charged to bank on 9/19. I tried editing date of receip to 9/19 to see if then it could find a match, but still couldn't.
Here are the three images:
1. Receipt uploaded that says it has no match
2. Banking where receipt appears (that I want to match receipt to)
3. Blank Sales Receipt - which was earlier suggestion, but doesn't quite make sense to me how I would use this process.
I'm glad to join the thread and share a little more information about matching transactions in QuickBooks Online (QBO), @Rebecca20.
Imported transactions on the Banking page and the receipts uploaded on the Receipts section won't match until you'll select Add for one of them. In this case, you may add the receipts uploaded or the expense transaction on the banking page.
You can see attached screenshots for additional reference.
You can also check these article for further details about matching transactions in QBO:
Feel free to leave a comment below if you have any other questions about matching transactions in QBO. I'm always here available to help!
You're always welcome and it's my pleasure to help, @Rebecca20.
Please know that our doors are always open here on the Community page. Stay posted if you have any other QuickBooks concerns. I'll be right here to help.
In case you have any other QuickBooks concerns in the future, you can also read our help articles and look for the topic you need: Help articles for QuickBooks Online.
Have a wonderful day ahead!