Importing Transactions - Wrongly Detecting As Duplicates?

AbbieS · ‎June 06, 2022

Hello,

I've just signed up to QuickBooks Self-Employed and I've connected my bank account.

It's pulled through 90 days worth of transactions from the bank & I've exported a CSV for the transactions older than this - but when trying to import them I am getting 90 transactions out of 330 as being duplicates; but they aren't.

How can I ignore this error and import?

Thanks,

Abbie

Charies_M · ‎June 07, 2022

Hi there, AbbieS.

Thanks for getting for letting us know the results of the steps that you've performed to fix the duplicate transactions on QuickBooks Self-Employed (QBSE).

Since the duplicates continues to occur, I suggest reaching out to our support for further investigation. They can look into your account closely making sure to prevent duplicates in the future.

You can reach them by following the steps below:

From the Assistant tab, type or say Talk to a human.
If you want to connect with us directly, type or say Talk to a human.
Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback.

If you need other references for tips on your future task with QBSE, you can check out these helpful links:

The Community is always open if you have other banking questions. I'll be around to help. Wishing you a great day ahead!

View solution in original post

LeizylM · ‎June 07, 2022

Glad to have you here on the Community page, AbbieS.

I’ll be your guide today for making sure that the transactions recorded in QuickBooks are correct.

When you connect your accounts to online banking, the QBSE system automatically downloads your latest transactions. You're occasionally seeing duplicate transactions since each bank connects differently and may use crossed wires.

You're able to prevent duplicate transactions by double-checking your bank statement and your online connection in QuickBooks. To do this, you'll first have to sign in to your bank's website and pull up the statement for the period you see the duplicate. Once you see the transaction on your statement twice, your data is downloaded correctly.

If the transactions are imported through a CSV file, you'll have to review the file and make sure the format is correct. For more guidance, feel free to check out this article for more details: Add older transactions to QuickBooks Self-Employed.

Once transactions are already in, you'll now need to review and categorize them into the correct accounts.

Stay in touch if you have further concerns in uploading your bank transactions in QuickBooks. I'd be glad to help. Thanks for joining the Community and have a good one!

AbbieS · ‎June 07, 2022

Hi Leizy

The bank connection has only pulled in transactions from the 8th March 2022 until now

The CSV I was importing was from the 31st October 2021 to the 7th March 2022

So there is no duplicate transactions because they are not within the same timeframe, there will be the same amounts for subscriptions - but they are not duplicates

Ashleigh1 · ‎June 07, 2022

Hello AbbieS, thanks for that information. Can you try clearing your cache and cookies to all time, close the browser down, reload it and try import them in again but this time instead of trying to import them all at once can you split it so if there is 330 can you import 165 and then the next 165 and see if that works if not please reach back out to us. But before you try and reimport them in can you exclude the ones already imported before trying again.

AbbieS · ‎June 07, 2022

Unfortunately that has not worked, I am still getting an error saying transactions are detected as duplicates - but they 100% are not duplicates because they are not in the same timeframe as ones already imported by the bank

Charies_M · ‎June 07, 2022

Hi there, AbbieS.

Thanks for getting for letting us know the results of the steps that you've performed to fix the duplicate transactions on QuickBooks Self-Employed (QBSE).

Since the duplicates continues to occur, I suggest reaching out to our support for further investigation. They can look into your account closely making sure to prevent duplicates in the future.

You can reach them by following the steps below:

From the Assistant tab, type or say Talk to a human.
If you want to connect with us directly, type or say Talk to a human.
Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback.

If you need other references for tips on your future task with QBSE, you can check out these helpful links:

The Community is always open if you have other banking questions. I'll be around to help. Wishing you a great day ahead!

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Importing Transactions - Wrongly Detecting As Duplicates?