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sandra46
Level 1

Hi! I now have duplicated transactions due to linking a replacement CC with a new number. If I unlink the new CC, will the duplicates be removed from QB?

 
2 Comments
Charies_M
Moderator

Hi! I now have duplicated transactions due to linking a replacement CC with a new number. If I unlink the new CC, will the duplicates be removed from QB?

Hi there, sandra46.

 

I can help you in handling duplicate transactions on your QuickBooks Online (QBO) Banking page.

 

No need to unlink the new credit card. Let's fix this by clearing the duplicate transactions from your For Review tab in QuickBooks Online (QBO).

 

You have the option to exclude those transactions so you can still have them at a later time or permanently delete them.

 

Here's how to exclude transactions:

 

  1. On the Banking page, put a checkmark on the box of the duplicate transactions.
  2. Click the Batch actions drop-down menu.
  3. Select Exclude Selected.

The excluded transactions are listed on the Excluded tab for reference or review. 

 

You may find this article handy to learn more about the process of excluding downloaded transactions in QBO.

 

If you wish to permanently delete them, you can follow the steps below:

 

  1. Go to the Excluded tab.
  2. Select transactions to delete.
  3. Click the Batch Actions.
  4. Hit Delete

You can also check this article for your future reference about adding and matching downloaded banking transactions: Add and match downloaded banking transactions.

 

In case you'd like to work on reconciling your account, you can visit the following articles:

If you need further assistance, don't hesitate to reach back to me. Stay safe and have a nice day.

Charies_M
Moderator

Hi! I now have duplicated transactions due to linking a replacement CC with a new number. If I unlink the new CC, will the duplicates be removed from QB?

Hi, sandra46.

 

Hope you’re doing great. I wanted to see how everything is going about duplicated transactions due to linking a replacement CC with a new number. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

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