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Connect with and learn from others in the QuickBooks Community.
Join nowHello, lupinecase.
I understand the importance of reconciling an account to ensure that the balance in QuickBooks matches your bank and credit card statement balance. I'm here to assist you in eliminating duplicates during reconciliation.
First and foremost, could you tell me the name of your bank linked to your QuickBooks account? This will assist me in determining whether or not there has been a reported issue with duplicate transactions.
When you connect your bank account, QuickBooks downloads transactions depend on the information shared by your financial institution. One of the possible reasons for a duplicate is that you've recorded the transactions within QuickBooks and added the uploaded transactions from the Banking page instead of matching them.
Let's check your Audit log report so we can determine the proper action to take to remove the duplicates. Here we'll know if someone added transactions or if they were downloaded from your bank account.
Here's how:
Additionally, you can consider undoing and excluding the duplicates if they're coming from downloaded transactions. I'll show you how.
After that, the transactions will be back to the For Review tab. Then, you can exclude them.
Once everything is in order, you can now proceed with reconciling your account. I've also included this article if you need to fix issues from the past reconciliation period: Fix issues for accounts you've reconciled in the past in QuickBooks Online.
Don't hesitate to reply if you need further assistance with reconciliation. I'll be delighted to work with you again.
Bank is b of A
BoA
Thanks for the additional information,
Looking into that, I suggest continuing the recommended troubleshooting steps shared by Giovann_G above.
If the steps didn't work, I recommend reporting this to our Quickbooks Online Support team. They have the tools to pull up your account and investigate the error you're receiving.
Here's how to contact our Customer Support Team:
1. Go to the Help menu at the upper right.
2. Select Contact Us.
3. Enter your concern.
4. Click Let's talk.
5. Select either Get a callback or Start messaging.
6. Type in your info.
7. Choose either Confirm my call or Send a message.
In addition to that, you visit these links about reconciliation in QBO:
Should you have anything else you'd like to go over while reconciling, feel free to reach out to us again. I'm always here to assist you further.
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