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Level 3

Duplicate Accounts-I need to delete one of them

I have a client who manually entered transactions and also downloaded the same transactions using her bank feed.  The transactions were downloaded into a different account than the one she used to manually enter her transactions.  Consequently, all of the transactions in the bank feed account were entered twice, doubling the income and expenses.

 

The bank feed account has a lightning bolt in the cleared column.

 

I need to delete the bank feed account and all of its transactions.  How do I do this?

 

Please be specific.  Thank you.

 

 

Solved
Best answer November 10, 2018

Best Answers
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Community Champion

Duplicate Accounts-I need to delete one of them

Hello @BigBillFL:

 

@lyndaand Matthew @parkwayinc here to help you with a short video on how you can delete a duplicated bank account created by your client with a bank feed download to Desktop QuickBooks.

Note, you would need the Accountant's version of QuickBooks to perform this task.   Basically, you have a few options:

 

1 . Go to accountant (top toolbar) Batch Delete/Void transactions.  Make sure you select only the ones from the exact bank account (sort by account) and select them>delete them.

2.  You could merge the two bank accounts.  Make sure you merge the new one into the old one.

3.  You can manually (and this is the painful way) delete them one at a time (like 4 clicks).

 

As with all of the suggestions above (and demonstrated in our video) you need to BACKUP your data file before choosing any of these methods.

 

We hope this helps, if not, feel free to reach out to us with more questions.  We are here to help you!

 

Have a wonderful weekend!

 

Matthew and Lynda

View solution in original post

4 Comments
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Level 15

Duplicate Accounts-I need to delete one of them

delete is really inactive to get the account off some lists, the contents do not go away

 

you have to delete each transaction that is a duplicate from whichever account it should not be in

Highlighted
Community Champion

Duplicate Accounts-I need to delete one of them

Hello @BigBillFL:

 

@lyndaand Matthew @parkwayinc here to help you with a short video on how you can delete a duplicated bank account created by your client with a bank feed download to Desktop QuickBooks.

Note, you would need the Accountant's version of QuickBooks to perform this task.   Basically, you have a few options:

 

1 . Go to accountant (top toolbar) Batch Delete/Void transactions.  Make sure you select only the ones from the exact bank account (sort by account) and select them>delete them.

2.  You could merge the two bank accounts.  Make sure you merge the new one into the old one.

3.  You can manually (and this is the painful way) delete them one at a time (like 4 clicks).

 

As with all of the suggestions above (and demonstrated in our video) you need to BACKUP your data file before choosing any of these methods.

 

We hope this helps, if not, feel free to reach out to us with more questions.  We are here to help you!

 

Have a wonderful weekend!

 

Matthew and Lynda

View solution in original post

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Level 1

Duplicate Accounts-I need to delete one of them

I have this same problem, but I don't have the accountant version, I have quickbooks desktop for mac.

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QuickBooks Team

Duplicate Accounts-I need to delete one of them

Thank you for joining the thread, @blake22.

 

Allow me to join the thread and help share information about handling duplicate transactions in QuickBooks Desktop (QBDT) for Mac.

 

To remove the duplicate transactions in QBDT for Mac, you may need to locate each duplicate transactions and delete them manually. If you need further assistance with the process, you can always get in touch with our QuickBooks Support Team

 

In addition, you can also check with our QuickBooks Dekstop for Mac 2019 User's Guide to know more about QBDT for Mac.

 

Please feel free to add a comment below if you have any other banking concerns, I'd be glad to help you. Have a good one!

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