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cassidyliz
August 4, 2021
Question

multiple CORRECT duplicate transactions are NOT downloading from bank feed - is there a way to turn off ?

  • August 4, 2021
  • 18 replies
  • 74 views
No text available

    18 replies

    RenjolynC
    RenjolynC
    Level 9
    August 4, 2021

    Hello, cassidyliz.

     

    I'd like to clarify some information.

     

    Do you mean to remove the duplicate transactions downloaded in the Bank Feeds? If so, you can follow the steps below.

     

    Before doing so, please know that deleting transactions depends on the mode you're using. You can check out this link to learn more about switching between bank modes.

     

    For the Side-by-Side mode, here's how:

     

    1. Go to the Banking > Bank Feeds > Bank Feeds Center.
    2. In the Items Reviewed section, choose the account with the transactions you want to remove.
    3. Click Items to Delete.
    4. Select the transactions you want to delete.
    5. Hit Delete Selected. Then select Yes to confirm. Tip: If you're already matched your statement, you can select Select all downloaded transactions older than and set the date to the last statement end date. Then select Delete Selected. You may need to switch to Register mode to delete everything.

    For reference, you can read this article: Remove duplicate transactions in QuickBooks Desktop.

     

    Please let me know if you need something else. I'll be around to give the solution. Take care and stay safe!

    cassidylizAuthor
    August 4, 2021

    NO, I stated there are duplicate transaction that are CORRECT ( like multiple purchases at a store on the same day for the same amount) that are not being downloaded. The feed is filtering the transactions. 

    CharleneMaeFQuickBooks Team
    QuickBooks Team
    August 4, 2021

    Thanks for clarifying your banking concern, cassidyliz. I'm determined to help you download multiple transactions in QuickBooks.

     

    Before proceeding, may I know the name of your financial institution? This way, I'll be able to check if there are other reported issues similar to this.

     

    To download these transactions, I'd suggest manually updating your account on the Bank Feeds page. I'll show you how.

    1. Go to the Banking menu and then select Bank Feeds.
    2. Choose Banks Feeds Center, then select the correct bank account.
    3. Click on the Refresh button.

     

    For your visual reference, I've attached a screenshot below.

     

    Aside from manually updating, you can also upload the bank transactions into QuickBooks Desktop. Here's how:

     

    1. Open a web browser and go to your bank’s website.
    2. Sign in to your bank account using your normal process.
    3. Download your transactions as a QuickBooks Web Connect (.qbo) file.
    4. Once done, you can now import your web connect (.qbo) files.

     

    Additionally, I've included these articles that'll help you categorize and reconcile your transactions in QuickBooks. Doing so ensures your books are accurate.

     

     

    Please come back and keep us posted on your progress in downloading your bank transactions. It's my priority to get this resolved.

    alexmazur
    March 28, 2022

    I just experienced the exact same issue. I downloaded my credit card transactions from Chase. There were three identical credits posted on my account at the exact same time by Chase for 54.99 (in exchange for using credit card points). When I downloaded the charges into Quickbooks, only one appeared.

     

    Quite frankly, the answers on this post are infuriating because the solutions posted by the Quickbooks staff have nothing to do with the issue which was very clearly articulated by the original poster. Furthermore, the Quickbooks staff appears to be blaming financial institutions on the issue when it is clear that this is a Quickbooks problem. Considering how expensive this software is, this is completely unacceptable!

      Rubielyn_J
      Rubielyn_J
      Level 8
      March 28, 2022

      I want to make sure all you're charges are downloaded in QuickBooks, @alexmazur.

        

      To begin, let's click the Refresh icon a couple of times to update the connection between your bank and QuickBooks. Here’s how:

       

      1. Select the Banking menu.
      2. Choose Bank Feeds.
      3. Click the Bank Feeds Center.
      4. Choose your account and click the Refresh icon a couple of times. 

       

      If the issue persists, you have the option to manually import those transactions to your QuickBooks Desktop (QBDT) software. However, this can cause duplicate transactions once the synchronizations issue is resolved. In this case, you'll need to delete those upload transactions. If you still wish to import them, here’s how:

       

      1. Sign in to your bank website and download the transactions from there.
      2. Ensure the file is in .QBO format. 
      3. Once done, Proceed to the Banking menu.
      4. Click Bank Feeds and then choose Bank Feeds Center.
      5. From the Bank Accounts list, choose the account you want to connect. 
      6. When you're ready to get your transactions, select Download Transactions.
      7. Click Synchronize. 
      8. Enter your PIN or password to connect to your bank.
      9. Then choose OK.

       

      You can also check this link for more details: Download Bank Feed transactions in QuickBooks Desktop.

       

      Meanwhile, you can also contact our support team. They have the tools to check your account in a safe environment, and they can help find the root cause of your issue and find a fix.

       

      Once done, you can categorize and reconcile your accounts whenever you’re ready.

       

      Let me know if you have other follow-up questions in regards to your bank feeds. I’m more than happy to work with you again. Keep safe. 

      Tyler - S
      April 12, 2022

      Ok. Update for everyone.  What I found recently is that the transactions ARE downloading into the transaction list but some of them are being "Auto Matched" which means it attaches itself to a transaction that was already in the register before the new download.  I was unable to "Unmatch" the transaction, but at least can help you identify which ones won't be flowing into the register correctly.  I ended up just snipping the screen and entering by hand.  Then "ignored" the transactions that were auto matched but shouldn't have been.

      RCVQuickBooks Team
      QuickBooks Team
      April 12, 2022

      I appreciate you for sharing insights on how to resolve the matching bank transactions issues, Tyler - S. 

       

      We can also create rules to categorize transactions for things you frequently spend money on, like supplies or business expenses. Here's how: 

      1. Go to the Banking menu.
      2. Choose Bank Feeds and then Bank Feeds Center.
      3. Tap Rules, then select Add Rule.
      4. Add a Rule Name, then select if it’s Money In or Money Out or Both.
      5. Add Conditions and if the rule is for Any or All of the conditions for description, memo, and amount.
      6. If your class tracking is enabled, add values for Payee, Account, and Class.
      7. For Money Out rules, you can also assign a Customer:Job
      8. Add the conditions for the rule, then when you’re done select Save.

       

       

      From the rules page you can also search rules based on the name, rule condition, description, payee, classQuickBooks Support and account.

      1. Select a transaction, then from the Action column,.
      2. Click the dropdown then Add More Details.
      3. Tap Create rule from this transaction.
      4. From the Add Rule screen, add the details for the rule.
      5. When you’re done, press Save.

       

      Here's an article you can refer to for more details about adding and matching bank feeds in QuickBooks Desktop. 

       

      In case you need help with reconciling your account, you can check out this article for your reference: Reconcile an account in QuickBooks Desktop.

       

      Feel free to drop your comment below for follow-up inquiries or other banking concerns in QuickBooks Desktop. I'll be here to answer them. You have a good one. 

      CohesionSpotormorts
      New Member
      December 28, 2023

      This is still happening, couple years later.  QB staff answers are copypasta garbage not even reading what users are saying.  Classic QB/Intuit terrible support.  "DERP DERP THIS IS HOW TO DELETE DUPLICATE TRANSACTIONS!". No. That's opposite of the problem here. 

       

      We have a 'top off your balance' situation where we have multiple $100 charges frequently on an AMEX card. 

       

      I will say they seem to have "half fixed" this.  It used to be worse, now the amount has to match within just a day or two.  If its say a week later your transaction comes through fine.  But if its like today - one $100 on 12/4 and one $100 on 12/5... it refuses to import the 2nd one over and over again.  NO THERE IS NO PROBLEM WITH THE BANK OR THE QBO FILE DON'T GIVE ME SOME COPY PASTE GARBAGE ON HOW TO USE WEB CONNECT. Its a bug. Old bug.  Fix it. 

      Cain8768
      January 10, 2024

      This is happening to me as well.

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