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I'm at your service to help with the duplicate transactions, @salonlegato.
To make organizing your books and reconciling your accounts easier, you can exclude duplicate transactions from appearing in account registers or financial reports. Here's how:
- Go to Transactions and select Bank transactions.
- Under the For review tab, choose the checkbox for each transaction you want to exclude.
- Click Exclude.
The excluded transactions will move to the Excluded tab. This will ensure that they're not added to QuickBooks or downloaded again. In case you accidentally exclude the wrong transaction, you can go to the Excluded tab, choose the checkbox for the transaction, and select Undo. The transaction returns to the For Review tab so you can take further action.
To prevent this event from recurring, you can refer to this article on setting up a bank or credit card account with multiple subaccounts: About bank or credit card subaccount setup. Moreover, you can use bank rules to automatically categorize transactions from your bank. For more details, you can explore this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.
Your ongoing concerns about your bank accounts and transactions are important to us. Please feel welcome to revisit this thread if you need further assistance. Stay safe!
