I can help you sort this out, @dthompson1.
Let's first remove the duplicate transactions from your register. Once completed, we can exclude and delete it from the Banking page since the duplicates.
Once completed, let's mark the transactions as Excluded. From here, you can now permanently delete the duplicate transactions.
You can read through these articles to learn more about managing your bank transactions:
Feel free to drop by if you have other questions or concerns. The Community is always here to help.
This happened to me too. I don't understand why "delete" isn't delete??? One moment I'm perfectly reconciled, the next I am -11,362.00 off---all the deleted transactions repopulated; scattered all through 2020.
You're killing me here.
On further investigation it seems that you can't delete something downloaded from the bank. Is that right? That instead of a simple "delete" to make the books accurate, some convoluted shenanigans are required via "excluded."
Gosh I hope I'm wrong here, and that this makes more sense than this.
The above instruction doesn't work if all the transactions are over the past year, already categorized, scattered on different dates. Could my rules be generating the reappearance of deleted transactions?
Thanks for posting here, @Wildgreensoul,
What the system receives depends on the feeds from the bank. Whether these entries are deleted from QuickBooks, the bank might re-download them again. Therefore, if the bank pushes these online entries, they will appear again in the For Review page.
The only way to avoid any duplicates is to exclude them in the For Review tab. Here's how:
Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.
Also, I want to know what your financial institution is. I will need this information to check if there are ongoing issues for duplicate entries from a certain bank connected to QBO.
Also, you can delete and recreate a rule if you think it's causing the duplicates. This will refresh the connection and get rid of any corrupted list. Here's how:
Message me again in the comment so I can check on you again. I'll be waiting for your response as I want to ensure this is resolved. Have a good one!
Thanks for coming back, Wildgreensoul.
Once you connected to online banking and categorize them in the Fo review tab, those transactions are still unreconciled. This means we can't reconcile them until you do. For the duplicate transactions posted in the register, we can void or delete them. Here's how:
Then, do the same steps for the other duplicate entries. For more detailed information on editing transactions in the bank register, see the Find, review, and edit of transactions in the account registers article. Then, try fixing the issues for accounts you've reconciled in the past in QuickBooks Online (QBO).
Feel free to visit our Reconciliation page for more insights about reconciling your bank accounts in QuickBooks.
I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just leave a comment below and I'll get back to you. You have a good one.
There is no “duplicate” option. There is “cleared.” This does bring up all the extra duplicate transactions for the already reconciled months. So maybe this is what you mean. I have deleted all of these from the register and they all come back. On your website it says that the bank refreshes and so if these transactions came in through a bank feed that they have to be deleted in a different way. Does this make sense?
Save and close isn’t a thing either. I wonder if essentials is different? Honestly there’s so much conflicting information here. I have deleted these transactions already, like others on this forum. The transitions come back, i assume from reading other posts when the back refreshes the feed.
Hi there, Wildgreensoul.
Thank you for coming back to provide detailed information on what you've done to fix the issue. I'll share some additional details and clarification shared above.
A mentioned by my peer Jen_D, the downloaded data in QuickBooks Online depends on what your bank shares with us and how they're posted online. If entries are deleted from QuickBooks, the bank could re-download those transactions again. With this, you'll have to manually exclude them in the For Review tab.
On the other hand, QuixckBooks Essentials is not too difference from the Plus version when it comes to banking concerns. Since you're getting unexpected behaviors, I suggest contacting our QuickBooks Support Team. They have the tools to pull up your account to see the cause of why transactions keep downloading duplicate entries.
Here's how to contact them:
You can browse this article to learn more about the different types of support we offer at Intuit and its availability: Support hours and types.
Please refer to the articles below on how you can create rules that automatically categorize transactions for you. Then, how to find transactions in your account registers so you can review or edit them.
Thanks for giving me the opportunity to help. Wishing you the best in your business endeavors. Have a great day ahead.