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Join nowThanks for the detailed information, info1117.
Let me share some insights about transactions showing up as debits and not credit in QuickBooks Online. The deposit transaction amount will show as negative based on the category type or the posting account where you deposit them.
Once the account category is income, then the Bank deposit will result in a positive value. If it's categorized under expense, then it'll result in a negative total because it'll be deducted to your account. You can check each of your deposit accounts to verify where they're categorized by pulling up the Deposit Detail report.
Here's how:
You'll then be routed to the Bank Deposit window. Verify the account used when making your deposit. Please check out how accounts are affected by debits and credits for more details.
Meanwhile, can you please let me know the exact error message when trying to Exclude the duplicates? Any information can help me provide an appropriate solution. I'm including this article about excluding transactions in QBO for your reference: Exclude expenses from downloaded bank transactions
Keep me posted with the results. I want to make sure this is taken care of.
Hi there and thank you kindly for your offer to help! I had followed these instructions before posting my question actually - my Deposit Detail report isn't pulling up anything at all, despite having hundreds of deposits on file that are all categorized as income. Any other thoughts as to what might be going on...? I have spent hours looking into this and am totally stumped. Only thing I can think is that we're dealing with a technical glitch, especially considering that "added Transactions" are being duplicated/not disappearing from the "For Review" tab. Thank you again!
Hello @hayley4,
Your browsing history can be the reason why you're receiving an error message while reviewing your transactions. Let's perform some browser troubleshooting steps so you can categorize them correctly.
But first, may I know the name of your bank? Any details you can share will be appreciated and can help me look for open investigations related to this unexpected behavior.
Nevertheless, let's begin by accessing your account in a new incognito or private window of your browser. This way, we can check if this issue is related to your current browser or not. To do so:
From here, if you didn't receive the same error message, you can clear your browser's cache so your browser can start from scratch. However, if you still have the same issue, let's switch and use a new browser application.
Lastly, here's a few articles you can read to help manage your bank account and transactions: Banking and Bank Feeds for QuickBooks Online.
If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.
Hi there, and thank you for your reply! I tried this solution during my attempts also. Just tried again (private windows in both Firefox AND Chrome) and I am still getting the same error when I try to exclude a Transaction that has already been added to the Categorized tab. Thank you for any help you can provide.
I appreciate all your efforts in performing the browser troubleshooting steps, info1117.
The process above is a good start in isolating this issue since we're getting rid of corrupted cache in the system. Since the error still persists, I'd recommend getting in touch with our technical supports. This way, we'll be able to pull up your account in a safe session then run a series of tests to rectify the underlying issue.
Here's how to connect with us:
You may check out support hours first to ensure that we address your concerns on time.
In case you'll need to review bank and credit card transactions after you download them into QuickBooks Online, you can read this article that will help you in matching and categorizing them.
If you're about to reconcile your account, I encourage reading our guide to help keep your accounts accurate.
Should you have any other concerns or further questions, you can always find me here. Stay safe and healthy.
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