Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
B
bloom
November 8, 2018
Question

Duplicate transactions from chase

  • November 8, 2018
  • 1 reply
  • 6 views

Hi, 

There is an issue with Chase bank connection. It downloads duplicate entries. I've deleted all transactions and reconnected and the issue persists. I have a 2 employee credit cards, so I've created a master credit card account and the 2 cards are subs of the master. 

 

Please advise how to resolve the duplicate transaction issue. I don't want to manually go through and exclude all the duplicates, there is just too many!

1 reply

SophiaAnnL
SophiaAnnL
Level 5
November 8, 2018

We've received reports about duplicate transactions with the Chase bank, Bloom.

Right now, our engineers are closely working with your bank to resolve this issue for you. While we don't have a workaround yet, it would be best to contact our Customer Care Team. They can add you to the list of affected users, so you'll receive an update when this is resolved.

You can get our phone number by following these steps:

  1. Go to this link https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Online.
  3. Click Solving issues & error messages topic.
  4. Click the Banking sub-topic.
  5. Scroll down and click the Get Phone Number button.

I appreciate your patience on this. Don't hesitate to let me know if you need anything else.

B
bloomAuthor
November 10, 2018

Thanks for the update. Please escalate this as it's cause havoc in our balance sheets. Simply excluding the duplicates is not fixing the problem and the balances are all off. 

Thanks,

B

    AlcaeusF
    AlcaeusF
    Level 14
    February 28, 2019

    Hello, in looking for solutions to my duplicate downloads from Wells Fargo, I found this thread. I am having the same problem but with Wells Fargo account. It causes the balances to be off so that I cannot reconcile and if I do, it goes off balance immediately after a new download has occurred. Please fix my problem also.  If this is not clear, I can send you more info. Please give me a contact email. Thanks ! 


    Hello there, Ckhou777.

     

    Welcome aboard to the QuickBooks Community. I'm here to assist you with the duplicate transactions from the Wells Fargo bank.

     

    I've checked here and haven't found any reports from other users concerning the duplicate transactions in Wells Fargo bank. You can exclude duplicates in the QuickBooks system to get rid of them.

     

    Here's how:

     

    1. On the left panel, click Banking.
    2. Select a bank account.
    3. Go to the For Review tab.
    4. Put a check mark on the duplicate transactions.
    5. Click the dropdown arrow next to Batch actions.
    6. Select Exclude Selected.

     

    If you've added them already, you can Undo the transactions to get them back into the For Review section.

     

    Here's how:

     

    1. On the left panel, click Banking.
    2. Select a bank account.
    3. Go to the Reviewed tab.
    4. Put a check mark to the transactions you want to undo.
    5. Click Undo above the Date column.

    For more information on how you can exclude transactions, I'm adding the article I recommend on this:

     

    Exclude transactions.

     

    If the problem continues to persist, I recommend reaching out to our Support Specialists. They'll need to check the issue further and create an open investigation if needed.

     

    You can reach them through these steps:

     

    1. Log into your QuickBooks account.
    2. Click the Help option.
    3. Select Contact us.
    4. Enter necessary information and click Continue.
    5. Choose a way to connect.

    Please let me know if I can be of any assistance concerning your Bank Feeds. I'll be here to help.

    Need QuickBooks guidance?
    Log in to access expert advice and community support instantly.
    Terms & ConditionsAccessibility statement