Hey there, @bossappliance614.
There are a few ways to remove duplicate transactions that you don't need in QuickBooks Self-Employed (QBSE).
You can either exclude income transactions downloaded from your bank. This way, QuickBooks won't include excluded transactions as part of your tax calculations or financial reports. Or else, delete transactions you've added manually from your account. Here's how:
- Go to the Transactions menu.
- Filter the transactions by income account. Just select Income in the Account drop-down list.
- Check the boxes for each transaction you wanted to remove.
- Select the Exclude icon and click Save.
Once done, they will go to the Excluded transaction list. To see them:
- Sign in to QuickBooks Self-Employed in a web-browser.
- Go to the Transactions menu.
- Select the Type ▼ dropdown and then Excluded.
For more details, check out this article: What to do if you see duplicate transactions from your connected bank and credit card accounts.
Additionally, here's how to classify your transactions after QuickBooks downloaded them: Categorize money transfers in QBSE.
Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.