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Replying to:
Rose-A
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Hi, jmphoenix2000.

 

QuickBooks will automatically download your most recent or 90 days' worth of transactions when you connect to your bank for the first time. If you've been manually entering your transactions into QuickBooks, this will result in duplicates in the program.

 

We can correct this by UNDOing the downloaded statements and matching them to your manually added transactions or excluding them in QuickBooks Online.

 

Here's how to undo the transactions:

 

  1. Click Transactions and choose Banking.
  2. Go to the Categorized tab.
  3. Locate the transaction and hit Undo.z.PNG

 

If you decide to remove them from the duplicates, we can do so by following the steps outlined below:

 

 

  1. Click Banking in the left panel and choose Banking.
    z.PNG
  2. In the For Review tab, select the imported transactions that are appearing twice.
  3. Tap on the Exclude button.
    x.PNG
  4. If you want to delete the transactions, go to the Excluded tab and select the transactions.
  5. Hit the Delete button.
    c.PNG


We can read the articles below for more information on how the excluding process works, as well as which banks use OAuth and how it affects you:

 

Exclude a bank transaction you downloaded into QuickBooks Online.

Connect bank and credit card accounts to QuickBooks Online.

 

Keep in touch if you have other questions in mind about QuickBooks. I'll make sure to get back to you as quickly as I can. Have a nice day!

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