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prapsaru
Level 1

In QBO how do i remove duplicate transfer transactions from bank account

 
1 Comment 1
Angelyn_T
QuickBooks Team

In QBO how do i remove duplicate transfer transactions from bank account

Happy to have you here on the Community page, @prapsaru.

 

If the transactions are manually entered in QuickBooks Online (QBO), you can go to the register to delete or remove the duplicate transfer transaction.

 

Here's how:

 

  1. From the Gear icon, select Chart of Account under Your Company.
  2. Look for the bank where the amounts were transferred.
  3. Click on View register under Action.
  4. Tap on the drop-down arrow beside the Funnel icon, then select Transfer under Transaction Type.
  5. Choose Apply.
  6. From there, click on the duplicate transaction, then select Delete beside Edit.
  7. Hit OK to confirm the action.

If the transactions were downloaded from the Banking page, you can undo or exclude the transfer from the Reviewed column.

 

  1. Click on Banking at the left pane, then select Banking beside Rules.
  2. Select the correct bank account from the result, then go to the Reviewed column.
  3. Look for the duplicate transfer and click on Undo under Action.
  4. If you wish to fully delete the transaction, go to the For Review column after clicking the Undo button.
  5. Select the transactions, then click on Exclude Selected under Batch actions drop-down arrow.

Post again if you have any other QuickBooks or banking questions. I'm always here to help however I can. Happy weekend!

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