I know this has to be so hard on you, @ATT55. Let's work hard together to get this reconciliation error fixed.
You may have linked your checking and credit card accounts in QuickBooks Online. If this is the case, both accounts will have the same set of transactions posted. It also leads to duplicate entries.
To resolve the duplicate entries, either matches them in the bank feeds or exclude the duplicates from the Chart of Accounts. Here's how it's done:
- Find a downloaded transaction, and under the Action column select Match.
- Note the Date, Description, Payee, and amount spent or received.
- Choose the downloaded transaction to expand the view.
- Review the Matching records found in QuickBooks. This is the possible matching transaction you already entered in QuickBooks.
- Select the link next to each match to get more details.
- Make sure this is the correct match. In particular, review the Deposit to, Payment method, and Bank account fields on forms for the existing transaction in QuickBooks.
- If this is the correct match, close the open transaction.
- Select Match.
You can follow these steps to exclude the transactions:
- Go to Menu ☰ and select Transactions.
- Choose Review transactions.
- Click the transactions to exclude, then select the trash can icon.
- Select Confirm.
You may visit these links to guide you on how to categorize your transactions and reconcile your account flawlessly:
The Community always welcomes you for further inquiries about transactions. Have a great day ahead!
