Why Am I Seeing Duplicate Transactions When Using Download and Review?
Through our integration with Plaid
, you may from time to time see what appears to be a duplicate transaction in the download feed. These are in fact not true duplicates, but are based on the status of the transaction at the time you perform the download.
The bank account download and review will show two different transactions if a transaction is pending at the time you perform the download vs. if it has cleared.
Each time you click on download and review, the bank sends over the 500 most recent transactions to be downloaded into our system. This is a pure download and not a live update of the transactions, meaning when a transaction is pending, the bank sends that to us to display. Once the transaction clears, the bank will delete the "pending" transaction and create a new one. That new "cleared" transaction will then get sent over to us the next time you click on "Download and Review" since it is technically a new transaction on the bank end.
On our end, we do not delete any transactions, we simply display the newly downloaded ones. The previously downloaded transactions will remain as is.
How Do I Link My Bank and Credit Card Accounts to Zola Suite?
By linking your bank or credit card you will download all account records into Zola Suite and have the ability to pull up-to-date reports and clear/match all your transactions. Go to the Accounting section and select Banks & Registers. Select View ...
How Do I Customize Permissions for Bank Accounts?
Do you have Bank Accounts that you only want certain users to be able to access? Now, you have the ability to grant permissions on a user by user basis to access bank registers and check writing capabilities. This article will show you how. From ...
Does Zola Suite Handle Bank Reconciliations?
If you want to ensure that all of the balances for your trust or operating accounts are accurate, you can utilize our Bank Account Reconciliation feature. This will confirm that the bank balance, book balance in Zola Suite, matches your Financial ...
How Can I Edit a Bank Reconciliation?
Sometimes while creating Bank Reconciliations you may make a mistake, confuse one transaction for another, and have to go back to update. If you need to make any changes to an existing reconciliation, you can do so by Going to the Reports tab of ...
Download Bank/Credit Card Activity
Download activity from over 3000 financial institutions to quickly clear your accounts and assign any of them as billable expenses with a few clicks.
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