Handle duplicate transactions in QuickBooks Self-Employed

Learn what to do if you see duplicate transactions from your connected bank and credit card accounts.

When you connect your bank and credit card accounts to online banking, QuickBooks Self-Employed automatically downloads your latest transactions.

Since each bank connects to QuickBooks differently, sometimes there are crossed wires. QuickBooks may occasionally download duplicate transactions. Here's what to do with duplicate transactions and how to prevent them in the future.

Step 1: Double-check your bank statement

Before you change anything in QuickBooks Self-Employed, check your bank statement. Sign in to your bank's website and pull up the statement for the period you see the duplicate.

If you see the transaction on your statement twice, your data downloaded correctly. If you only see the transaction once, move on to Solution 2.

Step 2: Check your online bank connections in QuickBooks

Let's make sure your bank or credit card account is only connected to QuickBooks Self-Employed once. If it's connected twice, simply hide one of the accounts. This stops QuickBooks from downloading new transactions from the second connection.

On a web browser

1. Select the profile ⚙ icon.
2. Select Bank Accounts.
3. Make sure your bank or credit card account is connected once.
4. If there's a duplicate, select the toggle to OFF in the Show account column.

On an iPhone or iPad (iOS)

1. Select the profile icon and then Settings.
2. Select Bank Accounts.
3. Make sure your bank or credit card account is connected once.
4. If there's a duplicate, select the toggle to OFF.

On an Android phone or tablet

1. Select the menu ☰ icon and then Settings.
2. Select Bank Accounts.
3. Make sure your bank or credit card account is connected once.
4. If there's a duplicate, select the toggle to OFF.

This should stop duplicate transactions in the future. If you still see duplicates, move on to Solution 3.

Step 3: Exclude duplicate transactions

Follow these steps to exclude any duplicate transactions QuickBooks already downloaded.

Also, make sure you didn't accidentally manually add a transaction for a transaction QuickBooks already downloaded from your bank. If you added a duplicate, you can delete it.