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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:
Kristine Mae
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It may be there's an inactive customer with the same name, Suzi2021. The reason why you encountered the error message. Let me help you sort this out.

 

You can follow these steps:

  1. Click Sales.
  2. Go to the Customers tab.
  3. Click the Gear icon above the Action column, then tick the Include inactive box.

Look for any customers with the same name. If you can see one, add a letter or number to the name to avoid the issue. You can also refer to this article for the steps: Error: The name supplied already exists. Another customer, supplier, or employee is already using th....

 

Once done, try to import the transaction again.

 

However, if you're unable to see any duplicate name, you may be experiencing some browser hiccups. We'll perform the basic troubleshooting to fix it. Let's start with logging into your account through a private browser. It's the best place to isolate web issues. These are the shortcut keys:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

If you're able to successfully import the data using the private browsing session, go back to your regular browser and clear its cache to refresh the program. 


Also, you can use a different browser to narrow down the issue.

 

Feel free to get back to this thread if you need more help. We're just one comment away. Keep safe!

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