Welcome to the QuickBooks Community, @Bdonahue. Let me assist you in matching or excluding your bank transaction in QuickBooks Online (QBO) to avoid recording duplicate entries.
If QBO is unable to find a matching transaction from existing records, you can select the Find other matches option to view the list of other possible matches. Here's how:
- Go to Transactions and select Bank Transactions.
- Click the blue tile of the bank account, then go to the For Review tab.
- Select the transaction to expand the view. Then, click the Match radio button to show the list of possible matches.
- Set the date range. Select the checkbox of the transaction.
- Click Match.
If it's not showing, you can exclude the transaction so it won't show as a duplicate in your books.
Moreover, we recommend reconciling your accounts monthly to ensure your bank transactions match those on your bank statements.
Feel free to reach out to us whenever you have further questions about matching bank transactions. We're always here to assist. Stay safe, and have a great day ahead.
