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Connect with and learn from others in the QuickBooks Community.
Join nowHello 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:
Once completed, let's mark the transactions as Excluded. From here, you can now permanently delete the duplicate transactions.
Here's how:
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.
I went through your procedures, but the dups/trips are still in there. They were all Auto-added thru Bank Rules. Any other suggestions?
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:
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.
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.
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:
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:
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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