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Julzology
Level 1

Two credit cards, all charges duplicated since Jan. 1

I discovered fraudulent charges on my business credit card so I called Chase and they refunded the charges and shut the card down.  They then issued a new card and transferred all of the charges going back to January 1, 2021 to my new card.  Now, I have both cards showing up in Quickbooks Online with all of the same charges going back to January 1. 

 

What should I do about that?  My original credit card was reconciled through May 2021.  Should I just exclude all of those charges that came before?  I'm just wondering if anyone has had this happen and what's the best/cleanest way to handle it.  Maybe start the new card from where I ended reconciling the old card? 

 

Any advice would be appreciated.

 

 

Solved
Best answer July 19, 2021

Best Answers
TirzahC
QuickBooks Team

Two credit cards, all charges duplicated since Jan. 1

We'll have to exclude the transactions to avoid adding them to the program, Julzology.

 

I'm here to help you in fixing your duplicate charges in QuickBooks Online (QBO). Since you already reconciled the transactions that you've entered manually, you can just exclude those transactions on the Banking page. This will avoid you from duplicate records.

 

Follow these steps:

  1. From the left menu, select Banking.
  2. On the Banking page, select the For Review tab.
  3. Select the checkboxes of the transactions to exclude.
  4. Click Exclude.

Once done, the transactions will be moved to the Excluded tab. You can delete the transactions from there. 

 

To learn more about excluding downloaded bank transactions, check out this article: Exclude a bank transaction you downloaded into QuickBooks Online.

 

For additional information, you can click on this article: Categorize and match online bank transactions in QuickBooks Online. This also provides details on how you can review bank and credit card transactions to avoid duplicate entries. 

 

Additionally, you can refer to this article to see steps on how you can make any changes in your transactions under the Bank register page: Find, review, and edit transactions in account registers

 

If you have any other follow-up questions about the duplicate charges, please let me know by adding a comment below. I'll be here to help. Have a good one!

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2 Comments 2
TirzahC
QuickBooks Team

Two credit cards, all charges duplicated since Jan. 1

We'll have to exclude the transactions to avoid adding them to the program, Julzology.

 

I'm here to help you in fixing your duplicate charges in QuickBooks Online (QBO). Since you already reconciled the transactions that you've entered manually, you can just exclude those transactions on the Banking page. This will avoid you from duplicate records.

 

Follow these steps:

  1. From the left menu, select Banking.
  2. On the Banking page, select the For Review tab.
  3. Select the checkboxes of the transactions to exclude.
  4. Click Exclude.

Once done, the transactions will be moved to the Excluded tab. You can delete the transactions from there. 

 

To learn more about excluding downloaded bank transactions, check out this article: Exclude a bank transaction you downloaded into QuickBooks Online.

 

For additional information, you can click on this article: Categorize and match online bank transactions in QuickBooks Online. This also provides details on how you can review bank and credit card transactions to avoid duplicate entries. 

 

Additionally, you can refer to this article to see steps on how you can make any changes in your transactions under the Bank register page: Find, review, and edit transactions in account registers

 

If you have any other follow-up questions about the duplicate charges, please let me know by adding a comment below. I'll be here to help. Have a good one!

Julzology
Level 1

Two credit cards, all charges duplicated since Jan. 1

thank you for that response.  I will do that. 

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