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futurewatts
Level 1

Bank updating was not working since June 4th and I tried to link the banks again and this is what happened. How do I fix this?

I have icons for each bank showing twice and all the transactions have downloaded again as of Jan 01,2024 in the review section. How do I get rid of the 2 bad ones without losing 2023 history and use the new ones that are showing the accurate account balances as well?
1 Comment 1
MelroseV
QuickBooks Team

Bank updating was not working since June 4th and I tried to link the banks again and this is what happened. How do I fix this?

It's my pleasure to help you with your transactions, @futurewatts.

 

Since you reconnected your bank, the transaction will be re-downloaded. It depends on the bank on how many days they will allow to import.

 

For your bad or duplicate transactions, you can Exclude them so they won't show up in your bank feed.

 

Here's how:

 

  1. Go to the Transactions.
  2. Select Bank transactions.
  3. In the For Review tab, tick those duplicate transactions.
  4. Click Exclude.

 

Once done, the transaction will be moved to the Excluded tab. From there, you can also undo the transaction by clicking Undo.

 

Additionally, I have included some material that may provide additional guidance while reviewing your downloaded bank transactions in our system: Categorize online bank transactions in QuickBooks Online.

 

Furthermore, regularly reconciling your accounts will allow you to compare each transaction with those entered into QuickBooks and your statements.

 

Should you have additional concerns about your transactions in QuickBooks Online, feel free to click the Reply button. We're here to help you out. Stay safe!

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