Hi boydhar,

Thanks for joining us in this thread. I'm here to address your concern with online banking. 

The information we receive is dependent upon what your Financial Institution shares with us. I have looked into this further and at this time there's no reported issue affecting other users.

As a workaround, you can exclude duplicates by batch in QuickBooks Online (QBO). Just select them on the Banking page, click on the Batch actions drop down, and choose Exclude Selected.

For further guidance, you can also check out this article: Remove duplicate transactions or personal expenses from bank feeds [Video].

If you need further assistance, you can get our official contact information by following these steps:

1. Sign in to your QBO account.
2. Go to Help.
3. Click on Contact us.
4. Enter your questions or concerns and click on Let's talk.
5. Choose either Start a chat or Get a callback.

From there, one of our agents will be able to assist you further. 

Let me know if you have any other concerns. I'm always around to help. 

I am also experiencing the same issue (duplicate transactions from Chase). I just finished a call with Intuit customer support and was told that there is no workaround. 

I am also experiencing the same issue (duplicate transactions from Chase). I just finished a call with Intuit customer support and was told that there is no workaround.

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

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

Thanks for getting back to us, Greg.

Are you referring to the QuickBooks total balance in the Banking menu? If so, excluding all the transactions in the For Review tab won't affect the balance since they're not yet added to QuickBooks.

If they're already been added, you can either undo or delete them directly on the register.

To undo:

1. Go back to the Banking menu at the left pane.
2. Select the Banking tab.
3. Go to the Reviewed tab.
4. Put a checkmark in the duplicate transactions, then click Undo under Action.

Once done, they'll go back to the For Review tab.

To exclude:

1. Go to the For Review tab.

2. Put a check mark on the transactions you undo.

3. Click on the drop-down arrow next to Batch actions.

4. Pick Exclude Selected.

To delete them on the register, here's how:

1. Click the Gear icon at the upper right.
2. Pick Chart of Accounts under Your Company.
3. Select View register under Action.
4. Locate and click the duplicate transactions.
5. Choose Delete and hit Yes to confirm.

For additional information, consider checking out this article: Assign, categorize, edit, and add your downloaded banking transactions.

While the investigation (INV-32700) for this issue is still ongoing, rest assured that, that you'll receive an email notification once it's done with a resolution. I'll also update you in this post as well.

Please keep me posted if you have any additional issues or concerns. I'm more than happy to answer them. Take care always!

Amazing thread....even more amazing is the response that quickbooks is still working on a problem with accounting software that duplicates transactions...I will try the recommendations for excluding transactions....is there a way to exclude quickbooks online?

We are having the same exact issue causing all our balances to be completely off. This is unacceptable.

So we need to go through thousands of duplicate transactions deleting them one by one?

I understand your situation, @abichara06.

As my colleague FritzF stated above, you can exclude them if you haven't added them to your register. However, you've already added them in your register, you'll need to delete them one by one. This way, you can review each transaction before deleting them.

To delete them in your register, you can refer to the steps provided by my colleague FritzF. 

Also, I recommend reaching out to your accountant for further advice on doing this. This way, you'll be guided accordingly.

I'm also adding these great articles that you can check for additional reference:

• Assign, categorize, edit, and add your downloaded banking transactions (go to the Undo an acceptance section)
• Exclude expenses from downloaded bank transactions

Also, I've got you this great article that can help guide you in reconciling your accounts in your QuickBooks Online (QBO) account: Reconcile Accounts in QuickBooks Online.

If you have other questions or concerns, don't hesitate to reach out to us. I'll be around to help.

I just discovered today that I would have to manually go through every one of my transactions on Quickbooks to balance my account.  The skewed numbers have impacted business decisions that I have made this entire year.  I cannot understand 1)  Why I was not notified that this could be an issue  2)  Why in this thread it was stated by Quickbooks that the issue was resolved when it is not and  3) How I recoup all of the fees I have paid this year to Quickbooks in order to pay for the accounting fees and other mounting costs I will now have to pay because of the misinformation, lack of notification, and accounting software that doesn't account for anything.  

Hello

I am the initiator of the original post regarding this problem.  This has been a problem for over a year.  It is clear they are not going to fix it.  I believe that the effort is to move people over to QB online, as that is a recurring revenue play.  The idea that QB would provide guidance to "delete the duplicates" is really astounding.  If you were to tell an auditop that you are regularly deleting transactions, get ready for more questions. The fact that somewhere last summer the moderator claimed this was fixed is equally astounding.  Unfortunately, QB is one of the most compatible for other platforms.  I have mitigated the problem by carefully downloading ONLY transactions from a specific time period, and I do not download the current date.  I leave a 5 business day gap, so as not to miss transactions that may be delayed, and therefore missed, if you were to download up to and including the current date.  Hope this helps, as QB will not.  

I just gave this feedback to their survey.  Not that it will matter...

The reason the forum is not for me, or anyone else, is because the people who work for QB are incompetent. The issue of duplicate transactions from Chase is over a year old. Read your own thread. The answers are garbage. An accounting software company recommending to delete transactions. The level of support is terrible, and the moderators answering are really giving unintelligent answers.

Just had this problem occur for me and it is hugely frustrating for me to see that it's been a whole year since the issue has been brought up and the QB Robo-Admin just give the same stock responses that do not work, repeatedly. Unfortunately, I believe you are spot on as far as following the money on the different platforms. Disappointing. Sorry you've had to struggle with this for the past year, but appreciate your persistence with them and updating this thread.

I'm really struggling and have been for several months because of this issue of duplicate Chase bank transactions yet to be reviewed. I've lost hours of time hunting down duplicates, because sometimes two different transactions DO have all of the same details, and I can't just exclude one of two transactions because the amounts match. 

I switched to QBO from Xero on my bookkeeper's advice, but without a solution to this issue of duplicates I'm definitely dropping QBO. Blows my mind that this issue hasn't been fixed.

Thanks for posting to the Community, @BroadwayLife.

Currently, we have an investigation case about Chase Bank transactions downloaded as duplicate entries in QuickBooks. Our Product Engineers are already working on this and fixing it as soon as they can. The case code is INV-47289.

I know that it will save a lot of time when we get this resolve. Also, I encourage reaching our Care Support Team to attach your account to the investigation. That way, you'll get notifications from them once it's resolved.

Here's how to contact them:

1. Sign in to your QuickBooks Online company.
2. Click Help (?) at the top right.
3. Select Contact Us.
4. Please enter a short query and hit Let's talk.
5. Choose to Start a chat or Get a callback.

You can also check our support hours to get our supports at a convenient time.

Additionally, you can always visit the Community Help page to search for articles such as banking and reports or click the Topics tab above.

Feel free to place a comment here anytime if you have more questions. I'll keep my notifications open. Take care!

Its 2023.  I'm a new QBO customer.  I am having the same issue with credit card transactions being duplicated within QBO between two cards associated with the same credit account.  Is a solution actually forthcoming on this issue?  I understand the exclude workaround, but I will not remain a QBO customer if this is the only solution.  Please provide some detail into what the engineers are actually working on, and what the timeline is for a true resolution.  Thank you.

I understand your concern about the issue you're encountering, @KO_58_Peaks.

Currently, there's an ongoing investigation (INV-91677) regarding duplicated transactions from Chase Bank. Please rest assured that QuickBooks Online's Product Engineers are fully committed to resolving this issue as quickly as possible and providing a permanent fix.

In the meantime, I recommend reaching out to our support team. They will be able to add you to the list of affected users and ensure that you receive timely updates via email once new information about the investigation becomes available.
 

Let me walk you through the steps on how:
 

1. Sign in to your QuickBooks Online company.
2. Click on Help (?).
3. In the Assistant tab, type in Talk to a human.

For detailed information about our support's availability hours, kindly visit: QuickBooks Online Support.
 

You can also check out this link where you can browse for articles to learn more about QBO: QuickBooks Online Help Articles.

I can't wait for this issue to be resolved. If you have any additional questions about QuickBooks or anything related, please don't hesitate to let me know by replying. I'm ready and willing to assist you whenever you need.