Hello there, @johnpeck. I'm here to ensure you'll be able to fix the duplicate transactions in bank feeds in QuickBooks Desktop (QBDT).
I appreciate you providing information about your concern. To start the troubleshooting steps, let me first discuss some details about this.
QuickBooks automatically downloads the maximum number of transactions available from your bank once it is connected to online banking. Also, each bank account is linked differently to the program and sometimes there are cross wires. That said, QBDT might download duplicate transactions occasionally.
To fix this, you can simply remove the duplicates. The process depends on the mode you're using. But before that, ensure that you review and match the transaction in QuickBooks. Then, create a backup copy of your file so we can make sure you have the original file that can be restored in case of accidental data loss or damage.
When ready, follow these steps to delete duplicates:
If you're in the Register mode
- In your company file, go to the Banking menu and select Bank Feeds then, click Bank Feeds Center.
- Next, locate and select the statement from the Items Received From Financial Institution section and click View.
- From there, match the appropriate transactions then, select Done.
- Select Yes in the Not Finished Matching screen. You'll return to the Online Banking Center.
- Look for the same statement from the Items Received From Financial Institution section and select it. Then, click Delete.
If you're using the Side-by-Side mode
- In your company file, navigate to the Banking menu and select Bank Feeds then, click Bank Feeds Center.
- Next, in the Items Reviewed section, select the account with the transactions you want to remove.
- Click Items to Delete.
- From there, select the transactions you want to delete.
- Then, select Delete Selected and click Yes to confirm.
For more details, feel free to check this article: Remove duplicate transactions in QuickBooks Desktop.
I'd love to know how the steps go. I'm always around here in the Community if you have follow-up questions about managing your bank feeds. I'd appreciate any updates about this. Please feel free to add a comment below. Have a good one and take care.
