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rio-24restech-co
Level 1

Why are there transactions still showing on my bank feed even though they had already been reconciled months ago?

 
1 Comment 1
Kevin_C
QuickBooks Team

Why are there transactions still showing on my bank feed even though they had already been reconciled months ago?

Hi there, Rio.

 

I'm here to share insights about handling transactions showing in bank feeds for reconciled accounts in QuickBooks Online (QBO).

 

Beforehand, could you please share with us the name of your financial institution? This way, we can better check if there's an ongoing issue with it.

 

Also, syncing transactions in QBO will depend on your bank or credit card accounts. Thus, you can sign in to your bank’s website to check if there are any ongoing problems with your transactions on their end.

 

For now, you'll want to review the downloaded transactions and ensure they're reconciled. If they are, you can exclude them to avoid duplicates. Here's how:

 

  1. Go to the Banking menu and proceed to the Banking tab.
  2. Click the For Review tab.
  3. Select the checkbox for the transactions to exclude.
  4. Tap Exclude.

 

Moreover, you can follow the steps below if you want to delete them permanently:

 

  1. Go to the Excluded tab.
  2. Select all the transactions you want to delete.
  3. Click the Delete button.
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Additionally, make sure to reconcile your accounts in QBO every month to confirm that they are balanced and accurate.

 

We're always here in the Community to help if you have other questions about managing bank transactions in QBO. Keep safe, and have a great day ahead!

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