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:
- Go to the Banking menu or Transactions menu, then select the Banking tab.
- Go to the For Review tab.
- Tick the box for each transaction you want to exclude.
- 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!
