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ggarver
Level 1

How can I get Intuit to stop downloading duplicate transactions?

Intuit wants me to manually Exclued duplicates myself rather than them fix the problem.
6 Comments 6
IamjuViel
QuickBooks Team

How can I get Intuit to stop downloading duplicate transactions?

Hello, @ggarver.

 

There are several reasons why you're getting duplicates in your QuickBooks account. Let me share some information to help you get rid of these duplicates.

 

First, what specific bank account  are you seeing the duplicates? Just a heads-up, the system depends on the data that your bank shares with us. From time to time, this connection is interrupted due to the following reasons:

  • Bank outage and other scheduled maintenance.
  • Update on your bank’s website. If you can’t find your FI, you can Request support for your bank and request it be added.
  • If there is a minor or major update in your bank information such as the bank account number.
  • Update in your Online Banking Login credentials.
  • Disconnecting and reconnecting your connected bank account.

Once your bank resumes connection with QuickBooks, it may result to getting duplicate transactions. Excluding the duplicates make sure that it will no longer appear in any associated account registers or reports. Also, it will not be tracked as part of your business finances. Here's how:

  1. Go to the Banking menu.
  2. Choose the Banking tab.
  3. Select the PayPal account..
  4. Click the In QuickBooks or Reviewed tab and locate the duplicates.
  5. Mark the duplicate transactions. 

    image.png

  6. Tick the Undo button under Action column to bring them back in the For Review tab. 
  7. Now, go back to the For Review tab and place a checkmark on the duplicates.
  8. From the Batch actions drop-down, pick Exclude selectedimage.png

Once completed, the transactions are now listed on the Excluded tab for reference or review. To completely delete-excluded transactions, here's how:

  1. On the left navigation bar, click Banking.
  2. Go to the Banking tab.
  3. Choose the Excluded tab.
  4. Put a check mark beside the transactions.
  5. Click the drop-down arrow next to Batch actions.
  6. Select Delete.

On the other hand, if you're seeing duplicated due to your manually added transactions, you can simply match them with the downloaded ones from the Banking section. You can refer to this article for future reference and visual guide: Categorize and match online bank transactions in QuickBooks Online.

 

Lastly, I've added these resources to help you manage your income and expense transactions in QuickBooks:

Keep me posted if you have other questions about managing your bank transactions. I'm just a few posts away.

ggarver
Level 1

How can I get Intuit to stop downloading duplicate transactions?

I know how to handle (Exclude and Delete) duplicate transactions. I'm trying to get Quickbooks to stop accepting them to our "books" (can't really tell where the duplicates are being created) and displaying them on the Review page to begin with. Have disabled specific bank related rules, disconnected and reconnected, and made a few other Review page setup changes that to me, were seemingly unrelated, none of which have worked.

What is curious is that the Audit log for the bank show the correct number of transactions. The Audit log count match those on the banks web site. So I suspect it is a Quickbooks issue.

Pabz_L
QuickBooks Team

How can I get Intuit to stop downloading duplicate transactions?

Let me jump in and share some troubleshooting steps, @ggarver.

 

The information above given by IamjuViel are possible reasons that causing this issue.

 

Unexpected behavior or errors in QuickBooks are usually caused by the stored files in your browser. Your default browser keeps the files on your cache when you visit different sites. If the cache is holding too much data, it can affect the browsing performance of the currently opened sites like QBO.

 

I recommend clearing the cache on your browser. It enhances the overall performance.

 

If the steps above will not work, you can use supported browsers as an alternative.

 

Keep me posted if you're still getting duplicate transactions. I'll be on standby if you need anything else. Have a good one!

ggarver
Level 1

How can I get Intuit to stop downloading duplicate transactions?

I've just now configured Firefox to clear cache on exit every time. We'll see what happens next week and let you know. Thanks.

ggarver
Level 1

How can I get Intuit to stop downloading duplicate transactions?

Clearing Firefox cache did not help.

Fiat Lux - ASIA
Level 15

How can I get Intuit to stop downloading duplicate transactions?

@ggarver 

If your bank supports SlickConnect, consider exploring the trial period of it to isolate the issue.

https://www.moneythumb.com/?ref=110

 

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