Banking

Thanks for getting involved with this thread, lbg3093.

Since you're not seeing your duplicate transactions on the For review section of your Banking screen, it's possible they may've already been matched and categorized.

If that's the case, you'll need to unmatch and uncategorize them. Afterwards, you can exclude and delete your duplicate transactions.

In the event you've already reconciled duplicate transactions which have been matched/categorized, I'd recommend working with an accounting professional. They'll be able to help you unreconcile your transactions and make corrections. If you're in need of an accountant, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.

Here's how to unmatch downloaded transactions:
 

1. In the left navigation bar, go to Banking.
2. Choose a bank or credit card account by clicking its tile.
3. Access your Categorized tab and find a transaction you'd like to unmatch.
4. Click the blue link in your Added or Matched column to see the matched transaction.
   
   
    
5. From its Action column, select Undo.

If you need to uncategorize transactions, you can do so from your Categorized tab as well.
 

Once you've unmatched and uncategorized the duplicate transactions, you can proceed with excluding and deleting them:
 

1. From the Banking screen, choose which account you're working with, then access its For review tab.
2. Specify which transactions you want to exclude by ticking their checkboxes.
3. Use your Batch actions drop-down, choose Exclude selected, then go to the Excluded tab.
4. Mark which transaction you'd like to delete, use the Batch actions option, then select Delete.

After deleting the duplicate transactions, you may need to create a journal entry to keep your books balanced. An accounting professional will also be able to assist you with this part of the process if necessary,
 

You'll also be able to find many detailed resources about working with transactions in our help article archives.
 

If there's any additional questions, I'm just a post away. Have a lovely Tuesday!