Welcome to the Community, @ktchipthompson.
Let me guide you on how to handle duplicate transactions in QuickBooks Online (QBO).
We can either Delete or Exclude them. However, if you delete them, they will be marked as missing transactions and you might need to download them again. If you choose to exclude, they won't show up again in your bank feeds and as duplicates. Here's how:
- Go to Transactions, then Bank Transactions.
- Open the For review tab. If it's categorized, you need to Undo it in the Categorized tab so that it will go back to the For review section.
- Tick the box beside the duplicate transactions.
- Select Exclude.
Also, we can match transactions to remove duplicates. Yet, it would help if you took note of these reasons why some users are unable to find a match:
- The amounts or dates don’t match.
- The transaction is older than 6 months.
- The bank account on the payment isn't the same as the bank where the match is located.
- The payment has been reconciled.
- The record is already matched to another transaction.
- There are multiple currencies involved, and the exchange rate has shifted significantly, making the amounts very different.
You can still find a match when you select the Find other matches section. For more info, you can read this article: Match online bank transactions in QuickBooks Online.
For future reference, if you encounter issues while performing reconciliation, you can read this article on what to do: Fix issues at the end of a reconciliation in QuickBooks Online.
Come back here if you have additional banking-related concerns. I'll be willing to lend a hand. Have a good one.
