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
  • 9 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

    G
    Greg W
    July 16, 2019

    Hello Greg W,


    Thank you for joining the thread here in the Community. I'm here to help provide additional information about the duplicate transactions from Chase.

     

    Since the investigation regarding the Chase transactions is still going on, our engineers recommend excluding the duplicates on the Banking page.

     

    Here's how:

     

    1. On the left panel, click Banking.
    2. Go to the Banking tab.
    3. Choose an account.
    4. Go to the For Review tab.
    5. Put a check mark on the transactions you want to exclude.
    6. Click on the drop-down arrow next to Batch actions.
    7. Click Exclude Selected.

    Check out this screenshot:

     

     

    Please also note that affected users who contacted support will be part of the list who will receive updates via Email concerning the progress. In case you need additional insights, please visit the article I'm adding below:

     

    Assign, categorize, edit, and add your downloaded banking transactions.

     

    Feel free to drop by if you have additional questions about the Chase issue. The Community is always here to help.


    Thanks for the suggestion. But as reported back in November by another user, “simply excluding the duplicates is not fixing the problem and the balances are all off.” For example, deleting duplicates income transactions has no effect (does not reduce) the total income as calculated by QuickBooks, which continues to recognize the duplicate amounts even after deletion. Is there a fix and/or workaround so that the total income and total expenses reflect the correct amounts?

     

    Thanks,

    Greg

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