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mosheavda
Level 1

How do I delete bank transactions that were downloaded twice

 
8 Comments 8
Anonymous
Not applicable

How do I delete bank transactions that were downloaded twice

Hi mosheavda,

 

I can help you delete these duplicates. 

 

If the transactions are still showing in the For Review tab: 

  1. In the left navigation tab, click on Banking.
  2. In the For Review tab, select the duplicate transactions. 
  3. Click on Batch actions and select Exclude Selected
  4. In the Excluded tab, check the boxes for these duplicates.
  5. Click on Batch actions and select Delete.

If these duplicates are already accepted/matched, here's how:

  1. In the left navigation tab, click on Banking.
  2. In the In QuickBooks tab, select the duplicate transactions. 
  3. Click on Undo.
  4. In the For Review tab, select the duplicate transactions. 
  5. In the Excluded tab, check the boxes for these duplicates.
  6. Click on Batch actions and select Delete.

Then, you're good to go. Let me know if you need anything else. 

CharleneGSC
Level 1

How do I delete bank transactions that were downloaded twice

I followed your instructions to delete a duplicate transaction imported from my bank, but once I update my banking transactions the transaction I just deleted keeps on appearing.

Why does this happen and how can I get rid of it?

GlinetteC
Moderator

How do I delete bank transactions that were downloaded twice

I can help you get rid of the unexpected behavior, CharleneGSC.

 

Once transactions are deleted, they should no longer appear on your banking page. There are times that your browser is full of frequently-accessed page resources, causing QuickBooks Online (QBO) to act strange. 

 

We can do the basic troubleshooting steps to fix this. Access your QBO account using a private browser and try deleting duplicate transactions from there.

 

You can refer to these shortcut keys:

  • Press Ctrl + Shift + P for Internet Explorer or Firefox.
  • Press Ctrl Shift N for Chrome.
  • Hold down Command Shift N for Safari.

If it works, go back to your regular browser and clear the cache to speed up the loading process of the QBO website and for the system to start fresh. Otherwise, switch to another browser if the issue persists.

 

I'd appreciate it if you'd update me on how the steps work. If you have any follow-up questions, do let me know. I'm here to help.

CharleneGSC
Level 1

How do I delete bank transactions that were downloaded twice

Thank you for your response.

 

I've tried clearing the cache on both Microsdoft Edge and Google chrome but my problem is not solved.

FritzF
Moderator

How do I delete bank transactions that were downloaded twice

Thanks for getting back to us, @CharleneGSC.

 

Since the issue persists after following the steps shared by my colleagues above, I highly suggest contacting our Phone Support team. They have tools that can pull up your account in a secure environment and check the cause of this odd behavior. They can also perform other troubleshooting steps if necessary.

 

Here's how to reach them:

 

  1. In QuickBooks Online (QBO), click the Help (question mark) icon at the top right.
  2. Enter your concern, then select Talk to a human.
  3. Tick Contact Us and choose a way to connect with us.

 

After that, you can now proceed with adding or matching your bank transactions in QBO, check out this article for more information on how to go about this: Categorize and match online bank transactions in QuickBooks Online.

 

Please know that I'm only a post away if you have any other questions or concerns. I'll be happy to help. Have a great day!

Outlander1
Level 1

How do I delete bank transactions that were downloaded twice

I have had this same issue repeatedly. We have gone through everything with multiple QB tech support people and nothing has worked. We’re you able to resolve your issue?

KlentB
Moderator

How do I delete bank transactions that were downloaded twice

Hi there, Outlander1.

 

I'll help you get rid of the duplicate transactions.

 

It's could be that the accumulated cache in the browser is preventing QuickBooks from completely detecting the transactions. To isolate the issue, you can perform some basic troubleshooting steps.

 

You may start by accessing your QuickBooks account in a private or incognito window. This mode doesn't save web searches and cookies. Please refer to the shortcut keys I've listed below:
 

  • Ctrl Shift for Google Chrome
  • Ctrl Shift for Firefox & Microsoft Edge
  • Command Shift for Safari

Once you're in, exclude and delete the duplicate transactions again. Then, try updating your bank account.

 

If it no longer downloads the same set of transactions, go back to your regular browser and then clear its cache to delete the accumulated junk files. Switching to other supported browsers can also help fix this issue.

 

However, if the same thing happens, I'd still recommend contacting our technical supports again. This way, we'll be able to pull up your account and investigate this issue. Here's how to connect with us:

 

  1. Go to the Help icon.
  2. Select Talk to a human.
  3. Enter "Talk to a human" again in the search bar.
  4. Choose I still need a human, then click Contact us.
  5. Select Get a callback or Send a message to start a conversation.

I'm also adding these articles to help review and manage your online banking transactions in the program:

 

If I can be of any additional assistance, please don't hesitate to add a comment below. Have a great rest of the weekend.

Mikecwiz
Level 1

How do I delete bank transactions that were downloaded twice

I'm new to QB but I have a hunch that the users above have a rule established and every time they delete the transactions in question the transaction goes back to the list of items needed to be reviewed where it is automatically confirms the transaction sending it back to the register following the rule?

 

I discovered this because I accidently imported duplicate data and followed the above suggestions to delete the duplicate transactions. After I deleted the transactions they reappeared in the list of transactions needing review. From that point I was able to exclude the transactions (not sure if that is the correct thing to do but like I said I'm new to QB).

 

Previous poster should check their rules.

 

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