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Jualande
Level 2
posted
‎October 01, 2020 11:20 PM
last updated ‎October 01, 2020 11:20 PM

Bank Feed pulling amounts already matched weeks ago

Hi There,

My Nedbank bank feed in QB is showing some transactions already matched as paid and received. What do I do?

I cannot add them as that would distort my clients AR accounts?

How do I rid of them off my bank feed?

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Best answer October 01, 2020
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Best Answers
Kristine Mae
Moderator
Moderator
‎October 01, 2020 11:32 PM

Bank Feed pulling amounts already matched weeks ago

You can exclude the duplicate transactions, Jualande.

 

Let me provide you with the steps:

  1. Click Banking, then select Banking.
  2. Go to the For Review tab.
  3. Check the boxes beside the transactions you want to exclude.
  4. Click Batch actions, then choose Exclude Selected. 

These transactions will go to the Excluded tab. From there, you can delete them permanently. Just check the transactions and select Delete. 

 

You can also check this article for more information: Exclude a bank transaction from your expenses in QuickBooks Online.

 

If there's anything else that we can do for you, please feel free to leave a comment below. Take care!

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5 Comments 5
Kristine Mae
Moderator
Moderator
‎October 01, 2020 11:32 PM

Bank Feed pulling amounts already matched weeks ago

You can exclude the duplicate transactions, Jualande.

 

Let me provide you with the steps:

  1. Click Banking, then select Banking.
  2. Go to the For Review tab.
  3. Check the boxes beside the transactions you want to exclude.
  4. Click Batch actions, then choose Exclude Selected. 

These transactions will go to the Excluded tab. From there, you can delete them permanently. Just check the transactions and select Delete. 

 

You can also check this article for more information: Exclude a bank transaction from your expenses in QuickBooks Online.

 

If there's anything else that we can do for you, please feel free to leave a comment below. Take care!

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Jualande
Level 2
‎October 01, 2020 11:37 PM

Bank Feed pulling amounts already matched weeks ago

Hi Kristine,

 

Thank you so so very much. I truly appreciate your prompt and insightful advice.

 

Kindest Regards

Jualande

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JessT
Moderator
Moderator
‎October 01, 2020 11:46 PM

Bank Feed pulling amounts already matched weeks ago

Hello Jualande!

 

We're happy to know that our colleague was able to help you out. As she said, you're always welcome to go back to this thread if you have other concerns.

 

You may also want to check about bank reconciliation.

 

 

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CharleneGSC
Level 1
‎March 31, 2021 11:18 PM

Bank Feed pulling amounts already matched weeks ago

Hello
I experience the same problem with matched transactions being imported again from the bank feed.

I followed the instructions as mentioned in your post, and deleted these duplicate transactions, but once I update my bank account transactions, the same transactions is downloaded again.

How do I rectify this?

Thank you

Charlene

[email address removed]

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AlexV
QuickBooks Team
QuickBooks Team
‎April 01, 2021 12:30 AM

Bank Feed pulling amounts already matched weeks ago

Hi CharleneGSC!

 

It's great that you know how to exclude duplicate transactions. QuickBooks Online is dependent on what the bank provided to us. I suggest reaching out to your bank to see if they have an issue regarding this and how to stop it. 

 

Also, I noticed that you posted this concern twice. One of my colleagues shared additional info to fix this. Please check this link and perform the troubleshooting steps: https://quickbooks.intuit.com/learn-support/en-us/banking/how-do-i-delete-bank-transactions-that-wer....

 

I've added some links you can browse. These will show you how to handle bank transactions and balance your accounts:

Keep on posting here if you need anything else. Have a great one!

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