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TrishLiv
Level 1

I have many duplicate entries in checking account. They are all credit card payments. I tried deleting and voiding, but when I log out and log back in they are back.

 
1 Comment 1
AlcaeusF
Moderator

I have many duplicate entries in checking account. They are all credit card payments. I tried deleting and voiding, but when I log out and log back in they are back.

Welcome aboard to the Community, @TrishLiv.

 

Can you share with me how you add entries to your checking account? Are you using bank feeds to download transactions? Any additional information will help ensure a timely solution.

 

If the account is connected to bank feeds, I suggest reviewing the transactions before adding them to QuickBooks. The data that syncs into the system will depend on the information provided by your bank's website.

 

If there are any duplicates from the For Review tab, you'll need to exclude them. Here's how:

 

  1. On the left navigation bar, click Banking.
  2. Select the account.
  3. Go to the For Review tab.
  4. Put a check mark on the duplicate transactions.
  5. Tick the Batch actions drop-down.
  6. Hit Exclude Selected

I also want to know the name of the financial institution you're having problems with QuickBooks. That way, I'll be able to check if there are any ongoing issues reported from other users.

 

I've attached an article about managing transactions, like how to review your account after you've matched or added transactions or exclude them: Match and categorize bank transactions in QuickBooks Online.

 

Let me know in the comment section below if you have any other questions. Have a great day ahead.

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