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Level 2

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

 
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Best answer March 08, 2020

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QuickBooks Team

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Hello, @ccraig-stemania.

 

The troubleshooting steps provided by my colleague, @GlinetteC is for QuickBooks Online desktop app. Let me share additional information about the duplicate transfer transactions in your account.

 

Duplicates usually happens when you connect both of your bank account in QuickBooks. When you transfer funds from account A to account B,  both account will post the same set of transactions. You can exclude these duplicates.

 

If the transactions are still showing in the For Review tab: 

  1. In the left navigation tab, click on Banking.
  2. In the For Review tab, select the duplicate transactions. 
  3. Click on Batch actions and select Exclude Selected
  4. In the Excluded tab, check the boxes for these duplicates.
  5. Click on Batch actions and select Delete.

If these duplicates are already accepted/matched, here's how:

  1. In the left navigation tab, click on Banking.
  2. In the In QuickBooks tab, select the duplicate transactions. 
  3. Click on Undo.
  4. In the For Review tab, select the duplicate transactions. 
  5. In the Excluded tab, check the boxes for these duplicates.
  6. Click on Batch actions and select Delete.

Get back to us here if you have other questions. I'm always here to help.

View solution in original post

6 Comments 6
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Moderator

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Welcome back to the Community, @ccraig-stemania.

 

There are two ways on how to delete the duplicate transfers in QuickBooks Online (QBO), and the steps to do this are pretty easy.

 

If they're created on the Banking page, you can see them in the In QuickBooks or Reviewed tab instead. Here's how to delete them:

 

  1. In QBO, go to the Banking menu at the left pane to get to the Banking page.
  2. Click the In QuickBooks or Reviewed tab and locate the duplicates.
  3. Tick the Undo button under Action column to bring them back in the For Review tab. 
  4. Now, go back to the For Review tab and place a checkmark on the duplicates.
  5. In the Batch actions drop-down, pick Exclude selected.

 

They're now listed on the Excluded tab for reference or review, but are not tracked as part of your business finances and don't appear in any associated account registers or reports.

 

On the other hand, if the transfers are recorded in the Chart of Accounts, here's how to delete them:

 

  1. Go to the Accounting menu at the left pane to get to the Chart of Accounts.
  2. Find the bank account holding the transfer, then tick the View register under the Action column. 
  3. Click on the transactions and hit Delete.

 

For more information, consider checking out this article: Find, review, and edit transactions in account registers.

 

Please let me know if you have any other issues or concerns by leaving a comment in this thread. I'm more than willing to assist. Have a great rest of the day!

Highlighted
Level 2

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Hi, I read through your instructions and did exactly what you said...but the transaction comes back.   I really believe you have a defect here.   

 

The Transfer appears twice in my  Register for both accounts (the From and the To).   It does not appear at all in the banking tab.   When I delete it in the Register, it actually deletes it....until I reopen QBO.   It comes back!    Would really appreciate your looking into this.   Thanks

Highlighted
Level 2

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Hi, another update.   It also appeared twice in the app.   I tried to "Exclude" one of the transactions because that was the option I was given.    I went back to QBO on my desktop....and both transactions are still there.    Thanks

Highlighted
Moderator

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

It's good to have you back, ccraig-stemania.

 

Good work in performing the recommended steps on deleting duplicates as provided by my colleague above. The instructions should fix the issue. Since the issue continues, let's do a few troubleshooting steps to resolve this. 

 

We can refresh your QuickBooks app by clicking Help, and select Reset App Data. Then, clear the cache by going to File, and then Clear Cache. This helps us clear out stored files that might cause the issues in the program. 

 

We can also try deleting the duplicates using a web browser. Please follow the steps given above.

 

I'd appreciate it if you can tag me with the results. I want to assist you further in case the same thing occurs.

Highlighted
Level 2

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Hi.   When I click "Help", the options are: "Record and make Bank Deposits", "Create a journal entry", "Update your billing and subscription info", "Void or delete transactions", "How to print checks".    So "Reset App Data" does not come up.   When I search for "Reset App Data", nothing is found.    Are you sure this is correct???

Highlighted
QuickBooks Team

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Hello, @ccraig-stemania.

 

The troubleshooting steps provided by my colleague, @GlinetteC is for QuickBooks Online desktop app. Let me share additional information about the duplicate transfer transactions in your account.

 

Duplicates usually happens when you connect both of your bank account in QuickBooks. When you transfer funds from account A to account B,  both account will post the same set of transactions. You can exclude these duplicates.

 

If the transactions are still showing in the For Review tab: 

  1. In the left navigation tab, click on Banking.
  2. In the For Review tab, select the duplicate transactions. 
  3. Click on Batch actions and select Exclude Selected
  4. In the Excluded tab, check the boxes for these duplicates.
  5. Click on Batch actions and select Delete.

If these duplicates are already accepted/matched, here's how:

  1. In the left navigation tab, click on Banking.
  2. In the In QuickBooks tab, select the duplicate transactions. 
  3. Click on Undo.
  4. In the For Review tab, select the duplicate transactions. 
  5. In the Excluded tab, check the boxes for these duplicates.
  6. Click on Batch actions and select Delete.

Get back to us here if you have other questions. I'm always here to help.

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