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

I imported the bank information. Months i have reconciled, now all the transactions are showing again, to add or match. If i add, wont that double the transactions?

I dont want to add the transactions, and then it mess up what has been reconciled. so I am unsure what to do with all the transactions now that the bank brought over when adding the account
Solved
Best answer March 19, 2021

Best Answers
Archie_B
QuickBooks Team

I imported the bank information. Months i have reconciled, now all the transactions are showing again, to add or match. If i add, wont that double the transactions?

Thank you for the details, userilsa.

 

Uploading transactions from your bank into QuickBooks Online is one of the ways to record them. Let me guide you on how to exclude transactions to avoid duplicates. 

 

Here's how: 

  1. Go to Transactions on menu ☰.
  2. Select Banking.
  3. Click on For review tab.
  4. Put a checkmark ☑ on transactions you already added.
  5. Click on Exclude.

If you accidentally exclude transactions, you can click the Excluded tab and select Undo.

Once your done adding new transactions, you can also start reconciling an account inside QuickBooks Online. This will help make sure that your accounts are accurate.
 

Here are some articles for more tips in managing bank transactions:

 

Reply below for any questions about banking. I'll be in touch. Have an awesome weekend!

View solution in original post

2 Comments 2
Archie_B
QuickBooks Team

I imported the bank information. Months i have reconciled, now all the transactions are showing again, to add or match. If i add, wont that double the transactions?

Thank you for the details, userilsa.

 

Uploading transactions from your bank into QuickBooks Online is one of the ways to record them. Let me guide you on how to exclude transactions to avoid duplicates. 

 

Here's how: 

  1. Go to Transactions on menu ☰.
  2. Select Banking.
  3. Click on For review tab.
  4. Put a checkmark ☑ on transactions you already added.
  5. Click on Exclude.

If you accidentally exclude transactions, you can click the Excluded tab and select Undo.

Once your done adding new transactions, you can also start reconciling an account inside QuickBooks Online. This will help make sure that your accounts are accurate.
 

Here are some articles for more tips in managing bank transactions:

 

Reply below for any questions about banking. I'll be in touch. Have an awesome weekend!

View solution in original post

ilsa
Level 1

I imported the bank information. Months i have reconciled, now all the transactions are showing again, to add or match. If i add, wont that double the transactions?

Thank you Archie! :-)    ilsa

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