cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 2

Brex credit card bank feed

I was trying to get some Brex credit card entries exported to Quickbooks online. There is a transaction for 6/19/20 that was in the bank feed. However, after clicking "update" in the feed, there seems to be duplicate entries made for this same amount every time the duplicate button is clicked. These duplicate entries are the same as the 6/19/20 item except for the fact that the date is now changed to 5/19/20 for each duplicate

 

Why are all these duplicate entries here in the bank feed?

Solved
Best answer June 23, 2020

Best Answers
Highlighted
QuickBooks Team

Brex credit card bank feed

Hello, I am here.

 

There's a couple of reasons why there are duplicate entries in the bank feed. I'll provide details for each one and show you how to handle them. 

 

QuickBooks Online only receives what was sent from the bank. Though, a maintenance process can affect the connection for the Online Banking feature. This can cause duplicate entries in the bank feed. 

 

To fix this, we can exclude the duplicate entries. There's also an option to completely delete them if necessary. Here's how: 

 

  1. Go to the Banking page.
  2. Look for the duplicate entries in the For Review tab, then check each one.
  3. Click the Batch actions button, then choose Exclude selected
  4. If you want to delete them, go to the Excluded tab.
  5. Check those entries again.
  6. Click the Batch actions button, then select Delete

 

Excludebank1.PNG

Excludebank2.PNG

 

An ongoing bank issue might also cause the entries to duplicate and change the dates. You'll want to contact their support to check the connection and fix this. 

 

After fixing the issue, you can start categorizing your bank transactions again. When you're done, you have the option to start reconciling your statement

 

Drop your reply below if you have other concerns about the Online Banking feature. You can also include other questions you might have for QuickBooks Online. 

View solution in original post

6 Comments
Highlighted
QuickBooks Team

Brex credit card bank feed

Hello, I am here.

 

There's a couple of reasons why there are duplicate entries in the bank feed. I'll provide details for each one and show you how to handle them. 

 

QuickBooks Online only receives what was sent from the bank. Though, a maintenance process can affect the connection for the Online Banking feature. This can cause duplicate entries in the bank feed. 

 

To fix this, we can exclude the duplicate entries. There's also an option to completely delete them if necessary. Here's how: 

 

  1. Go to the Banking page.
  2. Look for the duplicate entries in the For Review tab, then check each one.
  3. Click the Batch actions button, then choose Exclude selected
  4. If you want to delete them, go to the Excluded tab.
  5. Check those entries again.
  6. Click the Batch actions button, then select Delete

 

Excludebank1.PNG

Excludebank2.PNG

 

An ongoing bank issue might also cause the entries to duplicate and change the dates. You'll want to contact their support to check the connection and fix this. 

 

After fixing the issue, you can start categorizing your bank transactions again. When you're done, you have the option to start reconciling your statement

 

Drop your reply below if you have other concerns about the Online Banking feature. You can also include other questions you might have for QuickBooks Online. 

View solution in original post

Highlighted
Level 2

Brex credit card bank feed

So if this bank feed is tied to the Brex credit card service, this could be an issue with the Brex website connection?

Highlighted
QuickBooks Team

Brex credit card bank feed

Hello, @I am here.

 

Yes, I agree with @jamespau. QuickBooks online is highly dependent on the data sent from your bank. You're also right that if your bank feeds are connected to your credit card service, bank connection can affect your transactions. To help you re-connect your bank, I recommend contacting our QuickBooks support team.  They can check on your account and can provide you the necessary steps to solve this issue.

 

To contact our support team, here's how:

  1. Log in to your QuickBooks Online.
  2. Go to the Help icon, then click Contact Us.
  3. Enter a brief description of the issue you've encountered.
  4. Choose among the options provided on how to contact support.

Once the issue is fixed, you can start categorizing your bank transactions again and start reconciling your statement

 

Let me know if there's anything else I can help you with. Take care and stay safe.

Highlighted
Level 2

Brex credit card bank feed

Thank you, all. I was able to delete these duplicates, and it looks like the duplicating process has now ceased. The issue appears to be resolved.

Highlighted
New Member

Brex credit card bank feed

Does anyone know if QBOnline COA can be added to Brex before it integrates into QBO?  In other words, we have mulitple users and they each code their own credit card to category such as misc expenses which is a bucket and the QB department.  We need to add specific numbers from the chart of account such as 6201 airfare, 6202 hotel, etc.  Brex is not able to answer this.  Otherwise I have to change 300 entries once it moves over to QBO.

 

Highlighted
QuickBooks Team
QuickBooks Team

Brex credit card bank feed

Thanks for checking in with us, adrianneconsultant. 

 

The information we receive depends on what your bank shares with us and on how they are initially displayed on your bank's website. We recommend our customers to contact their bank directly to see if they can provide full details of the bank data.

 

Just in case they can't add COA before integrating to QuickBooks Online (QBO), then we can edit the downloaded transactions in your account. Just go to the Chart of Accounts page to change the entries and add the specific numbers on the transactions. Some of them can't be edited directly in the register, so we have to open the full form to make edits. Here's how:

 

  1. Go to Accounting on the left menu.
  2. Choose Chart of Accounts.
  3. Find and select the transaction in the account register to expand the view.
  4. Make changes in the available fields.
  5. Tap Edi to change something in the grayed-out sections This opens the full transaction form where you can make additional changes.
  6. Press Save and close.

 

For more details about this one, check out this article: Find, review, and edit transactions in account registers.

 

I have a link here where you can find all the articles you need in managing your bank feeds: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Online.

 

That'll do it. I'm just one reply away if you need a had with reconciling your bank accounts or any QBO related. I'll be here to ensure your success. You have a good one.

Need to get in touch?

Contact us