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Join nowHello there, @john-thewellsfam.
You may have connected the same bank account to the Shogo app and QuickBooks. Thus, it downloads the same set of transactions. Let me guide you in removing these duplicates.
First, you'd have to decide whether to disconnect your Shogo App from QuickBooks or unlink your bank instead. This way, you'd avoid getting duplicate records. You can follow these steps to remove the Shogo App:
Meanwhile. here's how to unlink your bank from QuickBooks:
Once you disconnect your bank account, all the uncategorized transactions listed under the For Review tab will be automatically deleted. You can refer to this article for more detailed steps: Disconnect or delete accounts connected to online banking.
On the other hand, you can purge QuickBooks Online data if it's less than 60 days. The system deletes all data entered into the company, and you're unable to restore or reverse them. Here's how:
Since you're using QuickBooks Online for 1.5 months, you'd have to cancel your account and start a new subscription. Here's how:
Now, you can subscribe to a new account:
You can read through this article for more information: Delete your data and start over in QuickBooks Online.
Get back to us here if you have other questions about managing your transactions in QuickBooks. I'm always here to help.
If your account is 30 days or older, it is better to open a new blank QBO account and cancel the old one.
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