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Duplicate matched transactions

When I downloaded bank transactions today all of the transactions that I matched on Friday were re downloaded in the file. I cant match them again and I do not have the For Review option under banking so I dont know how to exclude them. The only thing I could think of doing is deleting the matched transactions from friday and just rematching them today. Any other options? I do not have full access to all of QB options and the one who does is not in the office all week. 

1 Comment
QuickBooks Team

Re: Duplicate matched transactions

That's double work for you, mcikes.

You can request from your master admin to grant you full access in the Banking page. That way, you can just exclude those transactions.


Once you have the full access rights, here's how to exclude them:

 

  1. Go to the Banking menu, and then select Bank Feeds.
  2. Click Bank Feeds Center.
  3. Choose the bank accounts.
  4. Click the Transaction List button.
  5. Select the TYPE of transactions.
  6. Filter the date range.
  7. Click the Batch Actions drop-down, and then select Ignore.

You can also delete transaction individually- select the item, and then in the ACTION column, select Ignore.

 

 

Now, you are ready to reconcile your transactions. 

 

Please let me know if you have any challenges matching your downloaded transactions. Take care always.