RCV
QuickBooks Team
QuickBooks Team
‎November 06, 2024 06:18 PM

Banking

We can perform some troubleshooting steps to successfully delete the duplicate bank entries in QuickBooks Online (QBO), AlwaysLearning66. Let us guide you through the process. 

 

May we know the name of your bank? This way, we can better isolate the issue if there's one. To better isolate the issue, we can access your QBO account in an incognito or private window. This allows us to determine whether the problem is due to browser caching. Too much data stored in the browser causes inconsistencies that affect your account's performance. Using a private window helps to verify the issue as it doesn't save any data.

 

To open a private window, you can refer to these keyboard shortcuts: 

 

  • Ctrl + Shift + N for Google Chrome browser
  • Ctrl + Shift + P for Mozilla Firefox & Microsoft Edge browsers
  • Command + Shift + N for Safari browser

 

Then, remove duplicate transactions in your bank feeds again. Here's how:

 

  1. Go to Transactions and select Bank transactions (Take me there).
  2. Select Bank accounts.
  3. Choose the affected bank account, then in the For Review tab, tick the duplicate transactions.
  4. Press Exclude.

 

exclude1.png

 

To learn more about deleting duplicate bank entries, you can check out this article: How to remove duplicate bank transactions in QuickBooks Online.

 

If it works, clear the cache in your default browser to refresh the system. Also, using other supported browsers helps narrow down the banking issue.

 

When everything is all set, you'll want to check out these articles for guidance. These can guide you further on how to categorize your transactions and reconcile your account flawlessly: 

 

 

We are always ready to assist you if you have any other questions or concerns about managing your bank transactions or any QuickBooks-related concerns. Tag us in your reply, AlwaysLearning66 and we'll sprint back into action. Have a good one. 

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