Banking

I appreciate you sharing all those details about what happened, which resulted in duplicate transactions, Liz. 

Managing your bank accounts and their transactions can be tricky, especially if you're a new user of QuickBooks Online (QBO). Since you've already performed some processes to deal with this issue, I'm here to help you fix this so you can start over with a clean slate.

In QBO, your bank transactions will reflect on the bank register once you categorize or add them from the For Review tab. Since duplicates were created when you connect your bank account, you'll have to undo the duplicate transactions and exclude them so they won't show in the register. However, since you unlinked the account, you can't undo and exclude them. 

To resolve this, the best option that you could do is to purge or delete your company data. Since your account is less than 2 weeks old, this process allows you to wipe out data and start your books from scratch. If you have banks connected, note that this process could permanently damage these connections, so I recommend disconnecting them all from your account before proceeding.

Once ready, you can follow these steps to delete your company data:

1. Sign in to your QuickBooks Online account and sign in as an admin.
2. Once you're signed in, open this link, or go directly to the following web address:
   • https://app.qbo.intuit.com/app/purgecompany
3. Enter Yes to confirm you want to delete your company data, then select OK.
4. Choose your industry from the ▼ dropdown menu.
5. Click Create accounts based on my industry to help QuickBooks set up your chart of accounts after your data is wiped.
6. Hit Wipe data.

Please know this process only applies to Essentials, Plus, and Advanced versions. Thus, if you're a Simple Start user, you need to cancel your subscription and subscribe to a new one to start afresh.

Moreover, after finishing these processes, you may now connect your bank account to manage your bank transactions and make your account accurate and balanced.

Furthermore, I'll leave these resources you can save as a reference to help you manage your bank transactions moving forward: 

• Categorize online bank transactions in QuickBooks Online.
• Match online bank transactions in QuickBooks Online.
• Learn the reconciliation workflow in QuickBooks.

With these details, you should be able to start over with your account and bank transactions. If you have any other questions or concerns about this, feel free to click the Reply button. I'm available 24/7 to assist you. Have a great day ahead!