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neilowenconstruc
Level 1

I uploaded certain transaction from a bank acct,but part of one month is missing data ,if i upload that 1 month by it self will there be duplicate transactions

i do not want to have to spend a lot of time sorting and deleting transactions
1 Comment 1
Jen_D
Moderator

I uploaded certain transaction from a bank acct,but part of one month is missing data ,if i upload that 1 month by it self will there be duplicate transactions

Good day, @neilowenconstruc,

 

If you decide to import bank transactions manually, the bank might re-download the transactions if they are less than 90 days old. To avoid any duplicates, exclude them in the For Review tab. However, if they are more than 90 days, the system will no longer retrieve them, so there is no need to do anything.

 

To guide you further with excluding bank entries, follow the steps below:

 

  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.

 

See the following articles for more information about this topic:

If you have further questions or concerns about the Banking feature in QuickBooks, let me know in the comment. I'll be right here to help. Have a nice day!

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