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JamesJude
Level 1

Just moved from QB Desktop to QB Online. When connecting my bank with QB Online, will it duplicate cc charges already manually put into QB?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

Just moved from QB Desktop to QB Online. When connecting my bank with QB Online, will it duplicate cc charges already manually put into QB?

Yes it is possible but you can exclude it later during reconciliation. If you are not using QBO Advanced, consider having a backup recovery app to lower any risks.

https://partnerwithus.rewind.com/quickbooks

 

DebSheenD
QuickBooks Team

Just moved from QB Desktop to QB Online. When connecting my bank with QB Online, will it duplicate cc charges already manually put into QB?

I want to ensure that you can connect your bank with QuickBooks, @JamesJude.

I agree with fiat that it's possible to have a duplicate transaction when connecting banks in QuickBooks Online (QBO). With that, we can remove duplicate transactions from your register by excluding them.

 

Here's how:

  1. Click the Banking menu.
  2. Choose the Banking tab.
  3. Go to the For Review tab.
  4. Select all duplicate transactions.
  5. Click Batch actions, then select Exclude Selected
     

After removing all the duplicate transactions from your bank register, you can now proceed with reconciling the account. For more guidance, feel free to check out this article: Reconcile an account in QuickBooks Online.

 

Once your bank account is connected, you can start reviewing downloaded bank and credit card transactions to ensure your financial records are correct. For more guidance, feel free to check out this article for future reference: Categorise and match online bank transactions in QuickBooks Online.

 

Feel free to comment below if you have further questions about connecting your bank to QuickBooks Online. I'll make sure to get back to you as soon as I can. Stay safe!

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