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Level 1

Why am I receiving so many duplicates within quickbooks from bank of America? Does it have anything to do with bank rules or using the dashboard and ADD(ing) transactions

 
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QuickBooks Team

Why am I receiving so many duplicates within quickbooks from bank of America? Does it have anything to do with bank rules or using the dashboard and ADD(ing) transactions

I've checked our records and didn't see any cases similar to yours, Jeff40.

 

Our program is dependent on what your bank shares with us. It has nothing to do with bank rules or using the dashboard. Although, manually updating the bank account can cause duplicate transactions.

 

You'll want to get in touch with Bank of America and verify if they have issues with duplicate transactions. Then, exclude them in QuickBooks Online. I'll show you how:

  1. Click Banking, then go to the Banking tab.
  2. Go to the For Review tab, then select the duplicate transactions.
  3. Click Bank actions, then select Exclude Selected.

If you wish to permanently delete these transactions, here's how you can do it:

  1. On the Banking page, go to the Excluded tab.
  2. Select the transactions.
  3. Click Batch actions, then select Delete.
  4. Select Yes to confirm. 

Once done, you can already assign, categorize, edit, and add your downloaded banking transactions

 

Don't hesitate to shoot a comment below if you have more questions. 

Level 1

Why am I receiving so many duplicates within quickbooks from bank of America? Does it have anything to do with bank rules or using the dashboard and ADD(ing) transactions

Do these deleted transaction come off of your quickbooks total? I had the same problem with the duplicates.

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Moderator

Why am I receiving so many duplicates within quickbooks from bank of America? Does it have anything to do with bank rules or using the dashboard and ADD(ing) transactions

Thanks for joining the discussion, @Tamara L,

 

Yes, you're right. Deleted or excluded bank entries will not affect the register's balance in QuickBooks, since they will no longer be downloaded again in the program.

 

Just in case you have downloaded a duplicate transaction, here are the updated steps to remove them:

 

  1. Go to the For Review tab.
  2. Mark the box next to each transaction you want to exclude.
  3. Select Exclude from the pop-up at the top.

Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.

 

You can also refer to this article to learn more about handling online banking transactions: Categorize and match online bank transactions in QuickBooks Online

 

Feel free to get back to me if you have additional questions about this topic or need anything else with QuickBooks. I'll be more than happy to help you. Have a lovely day!

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