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What to do with transactions that were accidentally uploaded twice from than bank ? Should I placed them as an excluded transation in Banking?

 
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What to do with transactions that were accidentally uploaded twice from than bank ? Should I placed them as an excluded transation in Banking?

Good day, aherod10.

 

You have the option to exclude duplicate transactions and I'd be happy to share with you the steps. However, before doing so, you'll need to compare two transactions to verify they’re duplicates.

 

Once verified, you can follow the steps below to complete the process.

 

  1. In the left navigation tab, click on Banking.
  2. In the For Review tab, select the duplicate transactions. 
  3. Click on Batch actions and select Exclude Selected
  4. In the Excluded tab, check the boxes for these duplicates.
  5. Click on Batch actions and select Delete.

I've also attached some articles you can use about how to match your transactions as well as other ways to categorize them in QuickBooks:

 

I'll be around here in the Community if you need more help with excluding your duplicates transactions. Just hit the reply below. Have a good one.

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