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I receive payments by c.c. on Qbo, and when the bank reconciles with Qbo it downloads the payment transactions again making duplicate payments. Is this normal? Exclude?

 
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Best answer 09-05-2019

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Moderator

Re: I receive payments by c.c. on Qbo, and when the bank reconciles with Qbo it downloads the pay...

Good to hear from you today, magicleicecream.

I'm here to help you go over to your transaction and have this payment excluded. Let's get started.

 

QuickBooks only accepts the transactions provided by your bank. However, you have the option to exclude or delete the duplicate payment.

 

Here's how:

 

  1. In the left navigation menu, click Banking.
  2. Under the For Review tab, select the transactions you want to delete.
  3. Click the Batch actions button and select Exclude Selected.
  4. Go to the Excluded tab.
  5. Select the transactions.
  6. Click the Batch actions button and select Delete.

z.PNG

 

Here are additional references that might be helpful for future use:

 

For account-related discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Don't hesitate to drop a reply below if you need more help in excluding and reconciling your transactions. Have a nice day.

3 Comments
Moderator

Re: I receive payments by c.c. on Qbo, and when the bank reconciles with Qbo it downloads the pay...

Good to hear from you today, magicleicecream.

I'm here to help you go over to your transaction and have this payment excluded. Let's get started.

 

QuickBooks only accepts the transactions provided by your bank. However, you have the option to exclude or delete the duplicate payment.

 

Here's how:

 

  1. In the left navigation menu, click Banking.
  2. Under the For Review tab, select the transactions you want to delete.
  3. Click the Batch actions button and select Exclude Selected.
  4. Go to the Excluded tab.
  5. Select the transactions.
  6. Click the Batch actions button and select Delete.

z.PNG

 

Here are additional references that might be helpful for future use:

 

For account-related discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Don't hesitate to drop a reply below if you need more help in excluding and reconciling your transactions. Have a nice day.

Not applicable

Re: I receive payments by c.c. on Qbo, and when the bank reconciles with Qbo it downloads the pay...

Thank you Rose MarjorieA. :-)

Moderator

Re: I receive payments by c.c. on Qbo, and when the bank reconciles with Qbo it downloads the pay...

Hi, magicleicecream.

 

You're always welcome. The Community is always in your corner if you ever need help again in the future.

 

Have a good one.

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