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rita15
Level 1

Is there a way to delete a group of duplicate bank feed entries all at once, rather than one at a time? I have about 600.

 
5 Comments 5
MaryAnn_E
QuickBooks Team

Is there a way to delete a group of duplicate bank feed entries all at once, rather than one at a time? I have about 600.

Hello there, @rita15.

 

Let's first remove the duplicate transactions from your register. Once completed, we can exclude and delete it from the Banking page.

 

Here's how:

  1. Go to the Banking menu.
  2. Select the Banking tab.
  3. Choose the account where the transactions are recorded.
  4. Pick the Reviewed tab.
  5. Search for duplicate transactions.
  6. Mark the duplicate ones.
  7. Click on Undo

Once completed, let's mark the transactions as Excluded. From here, you can now permanently delete the duplicate transactions.

 

Here's how:

  1. Click the Banking menu.
  2. Choose the Banking tab.
  3. Go to the For Review tab.
  4. Select all duplicate transactions.
  5. Click Batch actions, then select Exclude Selected.
  6. Go to the Excluded tab.
  7. Mark excluded transactions.
  8. Click Batch actions, then click Delete.

 

You can read through these articles to learn more about managing your bank transactions:

 

The Community is always here to help If you have other questions or concerns.

rita15
Level 1

Is there a way to delete a group of duplicate bank feed entries all at once, rather than one at a time? I have about 600.

I went through your procedures, but the dups/trips are still in there.  They were all Auto-added thru Bank Rules.  Any other suggestions?

JoesemM
Moderator

Is there a way to delete a group of duplicate bank feed entries all at once, rather than one at a time? I have about 600.

Thanks for getting back to us,@rita15.

 

I appreciate you for following the steps provided by my colleague. Let's turn off the Automated Bank Rules, so you can delete the duplicate bank transactions.

 

Here's how:

 

  1. Go to Banking on the left menu.
  2. Click the Rules tab.
  3. Look for the rule name and click Edit under the Actions column.
  4. Scroll down at the bottom and turn off the Apply rule option. This will temporarily disable the rule.
  5. Click Save.

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Once done, you can now follow the steps provided by my colleague above on how to exclude duplicate bank transactions in QBO.

 

I've also added our Banking and bank feeds page, it provides articles that can help you with banking concerns and steps in QuickBooks.

 

Please let me know how it goes or if you need anything else. I'm always here to help. Happy weekend.

rita15
Level 1

Is there a way to delete a group of duplicate bank feed entries all at once, rather than one at a time? I have about 600.

Hello, I turned off the Automated Bank Rules last week.  The expenses that I need deleted/removed are from 2/6/19 thru 5/5/19.  They are still in the Bank Register after doing what both of you have advised.  My accountant tells me that only he can do it from his end.

DivinaMercy_N
Moderator

Is there a way to delete a group of duplicate bank feed entries all at once, rather than one at a time? I have about 600.

Thank you for getting back here in the Community, @rita15.

 

I appreciate you performing the steps provided by my colleagues.  When the transactions are excluded it must be deleted or removed from your Bank Register. Since you already tried the steps provided above and transactions still shows in the Bank Register. Let's perform some browser troubleshooting steps to know what's causing this odd behavior so we can get you back to working order. 

 

Here's how: 

  1. Open a private browser and sign in to your QuickBooks Online (QBO) account.
  2. Then try to Exclude the duplicate transactions.
  3. If you don't experience the same thing, go back to your regular browser and clear the cache (clearing cache will help refresh the background processes of your browser).
  4. However, if you still see the excluded transactions on your Bank Register. Use another browser.

Nevertheless, if the issue persists after doing the troubleshooting, I suggest contacting our support team. They have tools to do a remote session and will help you verify what causes the issue and fix it for you.

 

Here's how:

  1. Click Help in the upper-right corner and select Contact Us.
  2. From the Description box, type "Remove Duplicate transactions in QBO" then click Let's talk.
  3. Select how you want to reach them.
  4. Enter the necessary information to complete your request.

Also, to guide you in reconciling your account in QBO, please refer to this article link: Reconcile an account in QuickBooks Online. This article provides detailed steps in reconciling your account in QBO. 

 

Please know that I'm just a post away if you have any other questions about the QuickBooks. Stay safe and take care always, rita15.

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