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userpv-sravan
Level 1

Hi - bank transactions are downloaded twice into QB. Can you please let me know how to handle such cases

Bank transactions are downloaded twice into QB
1 Comment 1
SarahannC
Moderator

Hi - bank transactions are downloaded twice into QB. Can you please let me know how to handle such cases

I'll help you handle the duplicate transactions properly, @userpv-sravan.

 

The bank transactions we receive is dependent upon what your bank or financial institution shares with us. The common reason why there are duplicate transactions is when you manually update the bank by clicking on the Update button in QuickBooks and at the same time the bank also do automatic download.

 

We can exclude the duplicate transactions. Here’s how:

 

  1. Go to the Banking or Transactions menu.
  2. Click the Banking tab.
  3. Select your preferred bank account and go to the For review tab.
  4. Tick the duplicate transactions. 
  5.  Click Exclude.

 

I've gathered some resources you can use to help you in managing downloaded transactions in QuickBooks:

 

 

Utilize the Reply button below if you have more questions about bank transactions. I'll respond to you as soon as possible. Take care and stay safe, userpv-sravan.