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sam82
Level 1

How do I stop duplicated and deleted transactions from showing back up when I update my accounts with the bank?

 
1 Comment 1
ShiellaGraceA
QuickBooks Team

How do I stop duplicated and deleted transactions from showing back up when I update my accounts with the bank?

You can exclude your duplicate transactions, @sam82.

 

Let me walk you through the steps.

 

  1. Go to Banking, then Banking at the top.
  2. Select the account you want to update.
  3. Mark the box next to duplicate transactions.
  4. Click the Batch actions drop-down, and then choose Exclude Selected.

Once done, excluded transactions are now moved to the Excluded tab for review. Please see this article for more details: Exclude expenses from downloaded bank transactions

 

I'm also attaching this awesome article for additional reference: Assign, categorise, edit, and add your downloaded banking transactions.

 

That'll do it. If you have other questions and concerns, please reach out anytime. The Community is here for you. Thanks for visiting us today and have a great day ahead.

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