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phayesone
Level 1

All of our banks are being thrown into together. We have double transactions

Please have a a human contact me
1 Comment 1
SarahannC
Moderator

All of our banks are being thrown into together. We have double transactions

Hello there, phayesone.

 

The common reason why there are duplicate transactions is when you manually update the bank by clicking on the Update button in QuickBooks and at the same time the bank also do automatic download. We can exclude those duplicate transactions. Here's how:

 

  1. Go to Banking on the left panel.
  2. In the For Review tab, select the duplicate transactions. 
  3. Click  Exclude.

 

All of these duplicates will be transferred in the Excluded tab. If you wish to delete them, go to that tab and check the boxes of the transactions. Then, Delete.

 

To contact our support team, you can follow the steps below to contact below. hey have the ability to look into your specific account in detail, and even screen share with you if necessary.

 

  1. Go to Help at the upper-right corner.
  2. Enter a short description of your concern. 
  3. Click Talk to a human. Then, I still need a human.
  4. You can then get a callback or send a message to start a conversation with our specialist.

Here are some articles that will guide you on keeping transactions organized:

 

 

I'd also encourage you to include the bank's name so we can check and provide you more details of your concern. Let me know if you have other questions. Stay safe and be well.

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