Here's what to do if your downloaded bank transactions are duplicates, missing or wrong.

Duplicate transactions:

Occasionally, you might encounter duplicate downloaded transactions from your financial institutions. You'll need to exclude or delete the duplicates:

  1. You exclude unaccepted duplicates from the Downloaded Transactions page. These won't appear in the associated bank register.
  2. You delete accepted duplicates from the bank register.

Before doing either, compare two transactions to verify they're duplicates:

  1. Choose  Banking from the left navigation menu.
  2. On either the In QuickBooks tab or the Excluded tab, click on a transaction.
  3. View each transaction and make note of the details: dates, amounts, descriptions, bank descriptions, and so on. Repeat these steps for the other transaction.

Once you're certain you have duplicates:

Missing transactions after a banking download?

The first thing to check is how your register is filtered:

  1. Choose  Banking from the left navigation menu
  2. Select the bank account in question and Click Go to Register.
  3. On the top left-corner of the register, click on the Date Column,the arrow will point downward indicating it is sorting in descending order [▼].
  4. Select the Funnel Icon, and select All Transactions.
  5. Click Apply.

Keep in mind:

  • Some banks and credit card companies don't post transactions for download until later in the day or the next morning
  • Many times you're able to see the transaction on the bank's website but they won't be downloaded until they post
  • If the missing transactions are the most recent ones, wait at least 24 hours in case your bank doesn't make them available immediately

To get the most current view of your data:

  1. Choose  Banking from the left navigation menu
  2. Choose the account on the top, then click Update.
  3. After the new update completes, check again for the missing transactions.

Sometimes you might think a transaction is missing but it's just been mismatched. If you need more help with unmatching and rematching your transactions, see article Unmatching and deleting matched downloaded transactions.

*Note for US Customers who use PNC Bank: PNC Bank's site, 'Cash Flow Insight', has been known to stop banking transaction downloads into QuickBooks Online. To disable:

1. Log into PNC Banks' website.
2. Look for the gear icon in the top right corner  (note - gear icon may have changed - assist customer to search PNC's site if they are unable to find it).
3. Uncheck all of the boxes.
4. Click Save.

Following these steps will allow the transactions from PNC Bank to once again automatically download into QuickBooks Online.

If none of these scenarios seem to resolve your issue please contact Customer Care for further troubleshooting. Before you do we request that you take a minute to evaluate your problem.

  • Look for any patterns; for example: is every deposit missing or is it only the transactions made at the ATM?
  • Is it everything from one day or every third Tuesday?
  • Is it a specific type of transaction (withdrawals, deposits, transfers)?
  • Also, provide to us the specific dates, amounts, and payees of the missing transactions.

Transactions are wrong

Sometimes when performing a WebConnect, it's possible to download transactions from the wrong bank account. Since there's no error for this you normally will not notice an issue until you see strange transactions in your New Transactions section or account register.

Note: After you've done a successful WebConnect download to an account, the system will warn you if you try to download a file from a different bank into that account.

There's no way to take out all these transactions at once, so you'll need to remove the erroneous information one transaction at a time. The easiest way to do this is through the register. See Unmatching and deleting matched downloaded transactions for how to delete matched transactions from the register.