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mosheavda
Level 1

How do I delete bank transactions that were downloaded twice

 
5 Comments
GarlynGay
Moderator

How do I delete bank transactions that were downloaded twice

Hi mosheavda,

 

I can help you delete 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.

Then, you're good to go. Let me know if you need anything else. 

CharleneGSC
Level 1

How do I delete bank transactions that were downloaded twice

I followed your instructions to delete a duplicate transaction imported from my bank, but once I update my banking transactions the transaction I just deleted keeps on appearing.

Why does this happen and how can I get rid of it?

GlinetteC
Moderator

How do I delete bank transactions that were downloaded twice

I can help you get rid of the unexpected behavior, CharleneGSC.

 

Once transactions are deleted, they should no longer appear on your banking page. There are times that your browser is full of frequently-accessed page resources, causing QuickBooks Online (QBO) to act strange. 

 

We can do the basic troubleshooting steps to fix this. Access your QBO account using a private browser and try deleting duplicate transactions from there.

 

You can refer to these shortcut keys:

  • Press Ctrl + Shift + P for Internet Explorer or Firefox.
  • Press Ctrl Shift N for Chrome.
  • Hold down Command Shift N for Safari.

If it works, go back to your regular browser and clear the cache to speed up the loading process of the QBO website and for the system to start fresh. Otherwise, switch to another browser if the issue persists.

 

I'd appreciate it if you'd update me on how the steps work. If you have any follow-up questions, do let me know. I'm here to help.

CharleneGSC
Level 1

How do I delete bank transactions that were downloaded twice

Thank you for your response.

 

I've tried clearing the cache on both Microsdoft Edge and Google chrome but my problem is not solved.

FritzF
Moderator

How do I delete bank transactions that were downloaded twice

Thanks for getting back to us, @CharleneGSC.

 

Since the issue persists after following the steps shared by my colleagues above, I highly suggest contacting our Phone Support team. They have tools that can pull up your account in a secure environment and check the cause of this odd behavior. They can also perform other troubleshooting steps if necessary.

 

Here's how to reach them:

 

  1. In QuickBooks Online (QBO), click the Help (question mark) icon at the top right.
  2. Enter your concern, then select Talk to a human.
  3. Tick Contact Us and choose a way to connect with us.

 

After that, you can now proceed with adding or matching your bank transactions in QBO, check out this article for more information on how to go about this: Categorize and match online bank transactions in QuickBooks Online.

 

Please know that I'm only a post away if you have any other questions or concerns. I'll be happy to help. Have a great day!

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