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Level 1

If I entered a transaction manually and then it was also imported from my bank, how do I merge the two transactions?

 
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QuickBooks Team

If I entered a transaction manually and then it was also imported from my bank, how do I merge the two transactions?

Welcome and thank you for reaching out to us here on the Community page, @katiec1980.

 

I'm here to share some information on how to merge these transactions in QuickBooks Online. For now, you can match them to avoid a duplicate record. Here's how:

 

  1. Open your QuickBooks Online account, then select Banking at the left pane.
  2. Look for the correct bank account from the list, then go to the For Review section to locate the transaction.
  3. Select the transaction to expand the view, then tap Match.
  4. Review the Records found. These transactions are ones you already entered in QuickBooks. Click  the link next to each record to get more details.
  5. When you’re done, select Match.

 

For more information, check out this article, then go to the Match an existing transaction section.

 

After following the steps provided above, you'll now be able to match the transactions accordingly. In case you need additional references while working with QuickBooks in the future, feel free to open our help articles, then open the topic you need.


As always, mention me in the comment section below if you have any other questions. I'm just a post away to help. Take care!

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Level 1

If I entered a transaction manually and then it was also imported from my bank, how do I merge the two transactions?

Thanks for responding. However, I think you may have failed to notice the designation on this post indicating that I use QuickBooks Self Employed. The steps you described and the interface you imaged are not available to me in that version.

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QuickBooks Team

If I entered a transaction manually and then it was also imported from my bank, how do I merge the two transactions?

Thank you for verifying the QuickBooks product you're using, @KatieCVegas. I'm here to share details on how to effectively handle your transactions in QuickBooks Self-Employed (QBSE). This way, you can keep them updated and manage them accordingly.

 

Currently, merging two transactions (manually added and imported from the bank) isn't an option in QBSE. You'll have to either delete the manually added entries or exclude the imported ones.

 

To delete the manually added transactions, here's how:

  1. Go to the Transactions menu.
  2. Select the transaction you want to delete.
  3. Choose the Delete icon, then select the Apply button.
  4. Click Yes to confirm.

 

To exclude the imported bank transactions, here's how:

  1. Go to the Transactions menu.
  2. Select the transaction you want to exclude.
  3. Choose the Exclude icon.
  4. Click the Apply button.

 

When you record a transaction in QBSE, you need to categorize it. This way, you can organize your income and expenses. Then, you'll be putting them on the correct Schedule C line. For the detailed steps, kindly refer to this article's Categorize a transaction section: Categorize transactions in QuickBooks Self-Employed. It also contains information about account categories in the Learn about income and expense drop-down field.

 

Please let me know if you have other concerns. I'm just around to help. Take care always.

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