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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
LollyNino_C
QuickBooks Team

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QuickBooks Online (QBO) matches similar currency, @ShaunSA.

 

Your financial institution manages how data is sent to and received from QuickBooks, which controls the transaction details that QuickBooks can access and use.

 

To avoid duplication, you'll need to categorise the right transaction and exclude the rest. Here's how:

 

  1. Go to the Transactions tab and select Bank transactions.
  2. Mark the checkbox of the transactions to exclude.
  3. Click Exclude.

 

image (11).png

 

Once done, the transaction moves to the Excluded tab of the Bank Transaction page. You can manually enter the transactions with the same currency.

 

If you're unsure about this process, consider consulting your accountant for expert guidance on choosing the right accounts.

 

Use this link as a guide to help you reconcile your account to compare each transactions, to ensure your financial records are accurate.

  

The information and recommendations I have provided will enable you to record your transactions accurately without any confusion. If you have any further assistance when transferring funds using multiple currencies, feel free to post a reply. I'm always here to assist you.

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