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Join nowHi, user86527.
I can guide you on how to get rid of the duplicates and the transactions that show as payment.
It's possible that you have incorrect mapping and the files have duplicates when you upload them in QuickBooks Online. Please make sure to check the file and the mapping. For money-out transactions, it should have a negative amount.
On the other hand, you can exclude those uploaded transactions then manually update your Amex bank. This way we can isolate the cause of duplication.
Here's how to Exclude:
1. Click on the Banking or Transaction menu.
2. Choose Banking.
3. Under For review tab, checkmark those manually uploaded transactions.
4. Select Exclude Selected.
Here's how to manually update your bank:
1. Click on the Banking or Transaction menu.
2. Choose Banking.
3. Select the Bank account, then hit the Update button at the upper right part.
4. If there's no downloaded transaction appears, then you can do a manual upload.
You can review this guide for the detailed steps: Format CSV files in Excel to get bank transactions into QuickBooks.
Also, adding this resource for more info: Categorize and match online bank transactions in QuickBooks Online.
Add a comment if you have further questions about bank transactions. I'm always here to help.
Yes, I have used the "Exclude" to eliminate transactions that are not correct. I have had to do this multiple times in the past couple days for all of our cardmember accounts. Nothing I do seems to work. The transactions are all debits (credit card transactions, no credits). The column is labeled "Amounts" in the CSV file. I have put - (minus) signs in front of the amounts but that does not work either. They are also duplicating from days ago. It is quite a hassle. I used to have the accounts linked to AMEX but that is not working either and QB says it is AMEX issue...this issue appears to be a QB problem...very frustrating...
I have used all of the QB help but there is nothing addressing my problem.
Utilize the trial version of SlickConnect to isolate the issue. If the same error persists, the problem is on your bank.
https://www.moneythumb.com/?ref=110
Hello there, user86527.
I appreciate all your efforts in trying to resolve the online banking data duplication. I’m here to ensure the entries will show the correct information when downloaded to QBO.
In addition to Fiat Lux - ASIA answer, we’ll also have to check the connection between QBO and AMEX. This will help us identify the cause of this unexpected behavior in your bank feeds.
The process requires us to gather personal data to access an account. To keep your information secure, I recommend contacting our QBO Care Team.
They can perform in-depth troubleshooting steps in a safe environment. When the permanent solution is available, our agents will guide you on how to apply it. In case, there are customers experiencing the same issue, they can create a ticket for further investigation.
I’m adding some articles to help you in the future. These resources contain tips on how to keep your bank feeds organized and show the latest entries to review.
Feel free to visit the Community again if you have other QuickBooks concerns. I’ll get back to make sure you’re taken care of. Have a good one.
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