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L
latitude27
September 7, 2022
Question

Banking Issue

  • September 7, 2022
  • 1 reply
  • 1 view

As some of you may know, Suntrust recently joined forces with BB&T to become Truist. In my QBSE, I had my Suntrust Business bank account linked, but recently it has been having "connection issues" and I'm assuming it is because of the login. I went to add the Truist login (which was successful), but now my income is showing doubled, given that it is the same bank account so all transactions are showing twice. I do have some outstanding transactions I need to categorize from August, but now everything since January is showing up for me to nee to categorize from the Truist addition.

Is there a way to somehow only count the transactions from September 7th and forward with Truist, but not have to go through and categorize everything again, and for my income to show accurately and not be counted twice?

1 reply

MaryLandT
MaryLandT
Level 10
September 7, 2022

Let me help categorize your bank transactions, latitude27.

 

You can exclude duplicate transactions since they were already downloaded to QuickBooks. That way, your income won't be counted twice.

 

  1. Go to the Transactions menu.
  2. Find the transaction you want to exclude and select it to expand the view.
  3. Choose Exclude, then Apply.
  4. Click Save.
  5. After excluding duplicate transactions, you can start categorizing the new ones. 

 

Moving forward, QuickBooks will only download the latest transactions since you've already connected to Truist. All you have to do is categorize them.

 

Everything you track for your business automatically gets calculated in an income tax estimate that you can check at any time. Please browse these articles to help you prepare and submit tax returns.

 

 

Let me know if you have additional questions by commenting below. I'm always around to help manage your bank transactions.

L
latitude27Author
September 7, 2022

Thank you for your response. Just so that I understand, I will need to go into the hundreds of transactions that have recently appeared in my account now, to exclude them? Is there no other workaround to not include anything from January 1 - today?

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