cancel
Showing results for 
Search instead for 
Did you mean: 
dthompson1
Level 1

I deleted duplicate entries in my checking account register. The deleted transactions disappear but reappear later. How do I make the deletions permanent?

 
11 Comments
IamjuViel
QuickBooks Team

I deleted duplicate entries in my checking account register. The deleted transactions disappear but reappear later. How do I make the deletions permanent?

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.

 

Here's how:

  1. Go to the Banking menu.
  2. Select the Banking tab.
  3. Choose the account where the transactions are recorded.
  4. Pick the Reviewed tab.
  5. Search for the duplicate transactions.
  6. Mark the duplicate ones.
  7. Click on Undo

    undefined

Once completed, let's mark the transactions as Excluded. From here, you can now permanently delete the duplicate transactions.

 

Here's how:

  1. Click the Banking menu.
  2. Choose the Banking tab.
  3. Go to the For Review tab.
  4. Select all duplicate transactions.
  5. Click Batch actions, then select Exclude Selected.
    undefined
  6. Go to the Excluded tab.
  7. Mark excluded transactions.
  8. Click Batch actions, then click Delete.
    undefined

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.

Wildgreensoul
Level 1

I deleted duplicate entries in my checking account register. The deleted transactions disappear but reappear later. How do I make the deletions permanent?

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.

Wildgreensoul
Level 1

I deleted duplicate entries in my checking account register. The deleted transactions disappear but reappear later. How do I make the deletions permanent?

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?

Jen_D
Moderator

I deleted duplicate entries in my checking account register. The deleted transactions disappear but reappear later. How do I make the deletions permanent?

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:

 

  1. Go to the For Review tab.
  2. Mark the box next to each transaction you want to exclude.
  3. Select Exclude from the pop-up at the top.

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:

  1. From left menu, click on Banking.
  2. Go to the Rules tab.
  3. Look for the rule then click the drop-down arrow beside Edit
  4. Select Delete and Yes to confirm. 
  5. To recreate a rule, click New at the upper-right section of the Banking page.

 

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!

Wildgreensoul
Level 1

I deleted duplicate entries in my checking account register. The deleted transactions disappear but reappear later. How do I make the deletions permanent?

Hello,

The transactions are scattered throughout the register, and at least the first twenty duplicates aren't in the "for review."

Wildgreensoul
Level 1

I deleted duplicate entries in my checking account register. The deleted transactions disappear but reappear later. How do I make the deletions permanent?

I bank with Schwab.

Wildgreensoul
Level 1

I deleted duplicate entries in my checking account register. The deleted transactions disappear but reappear later. How do I make the deletions permanent?

When you choose the "reviewed" tab, or in my case "categorized" are these transactions unreconciled? It appears to be so.

RCV
QuickBooks Team
QuickBooks Team

I deleted duplicate entries in my checking account register. The deleted transactions disappear but reappear later. How do I make the deletions permanent?

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:

 

  1. Go to the Accounting tab.
  2. Choose Chart of Accounts.
  3. Find the account you want to review and tick View register.
  4. Click the funnel icon, then filter the Transactions type that is a duplicate, and hit Apply.
  5. Select the transactions you want to remove and click the Edit button.
  6. Tap More and choose Void or Delete
  7. Hit Yes to confirm.
  8. PressSave and Close.

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. 

Wildgreensoul
Level 1

I deleted duplicate entries in my checking account register. The deleted transactions disappear but reappear later. How do I make the deletions permanent?

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?

Wildgreensoul
Level 1

I deleted duplicate entries in my checking account register. The deleted transactions disappear but reappear later. How do I make the deletions permanent?

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.

ChristieAnn
QuickBooks Team

I deleted duplicate entries in my checking account register. The deleted transactions disappear but reappear later. How do I make the deletions permanent?

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:

 

  1. Open your QuickBooks Account.
  2. At the top right, click the Help icon.
  3. Choose the Assistant section.
  4. Type your concern in the Type something field.
  5. Click Talk to a human.
  6. Click I still need a human.
  7. Click the Get help from a human.
  8. You'll be routed into the How can we help? page. Then, select how you want to contact them and fill in the information.

 

m1.JPG

 

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.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us