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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

    O
    owhvws
    October 27, 2019

    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?

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