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Best answer April 14, 2021
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Hey there, @alzuleycha.
The PayPal transaction was probably added from the bank feeds. When adding a transaction, make sure there isn't a match to avoid duplicates. This can affect your balance total. To reverse it, you have the option to undo them from the Categorized tab.
Here's how:
- Go to Banking.
- Select the blue tile for the account you want to review.
- Select the Categorized tab.
- Find the transaction you want to remove.
- Select Undo.
The screenshot below shows you the last three steps.
Once done, the transaction will go back to the For Review tab. From there, you can select the transaction and click the Exclude button to remove it from the list.
You can read through these articles to learn more about managing your downloaded bank transactions in QuickBooks:
- How to add and match downloaded banking transactions
- Reconciling accounts in QuickBooks Online
- How to find the duplicate invoice, estimate, or sales receipt numbers
You can also create bank rules as this helps automatically categorize transactions for you. Feel free to read this article to learn more about bank rules: How to Set and Use Banking Rules for Downloaded Transactions.
Let me know should you need any further assistance getting your duplicates straightened out. I'm always here to help.
Hey there, @alzuleycha.
The PayPal transaction was probably added from the bank feeds. When adding a transaction, make sure there isn't a match to avoid duplicates. This can affect your balance total. To reverse it, you have the option to undo them from the Categorized tab.
Here's how:
- Go to Banking.
- Select the blue tile for the account you want to review.
- Select the Categorized tab.
- Find the transaction you want to remove.
- Select Undo.
The screenshot below shows you the last three steps.
Once done, the transaction will go back to the For Review tab. From there, you can select the transaction and click the Exclude button to remove it from the list.
You can read through these articles to learn more about managing your downloaded bank transactions in QuickBooks:
- How to add and match downloaded banking transactions
- Reconciling accounts in QuickBooks Online
- How to find the duplicate invoice, estimate, or sales receipt numbers
You can also create bank rules as this helps automatically categorize transactions for you. Feel free to read this article to learn more about bank rules: How to Set and Use Banking Rules for Downloaded Transactions.
Let me know should you need any further assistance getting your duplicates straightened out. I'm always here to help.
