Fix duplicate bank connections

Duplicate bank connections can occur if your bank account is connected more than once to import transactions. To fix duplicate bank connections, follow these steps in order of section.

Bank connections cannot be restored to a date or time in the past if a mistake is made. For assistance with handling duplicate bank connections, check out Wave Advisors. Learn more about Personalized help with Wave Advisors.

Turn off imports or delete duplicate accounts

If your connected bank account is used for online payments or payroll, Update your payout account or Update your payroll funding account before you delete the connection.

You can only delete duplicate bank connections if all accounts within the connection are duplicates. You can’t delete individual accounts, but you can toggle imports off to prevent duplicate transactions. To turn off imports or delete a connection:

1. Log in to your account at waveapps.com.
2. On the left-side menu, click Banking > Connected Accounts.
3. To turn off transaction imports, click the toggle next to Automatically import transactions into account.
4. To delete a duplicate bank connection, at the top right of the duplicate connection, click the trash can icon.

Update your chart of accounts

When a bank is connected for transaction imports, an account is automatically created in your chart of accounts to represent that bank account. When a duplicate connection is created, rename the duplicate account to avoid using it.

1. On the left-side menu, click Accounting > Chart of Accounts.
2. Locate the duplicate accounts.
3. To edit the duplicate account, to the right of the account, click the pencil icon.
4. Rename the account to something that will show it's a duplicate.
5. Click Save.

Review your transactions for duplicates

If the duplicate bank connections imported transactions, delete the duplicates or move them to the correct account.

For help bulk editing or deleting your transactions, see How to use bulk actions on transactions.

It is easy to make a mistake or delete the wrong transactions. For assistance with deleting transactions, check out Wave Advisors.

Archive duplicate accounts

Archiving an account in your chart of accounts will remove it from the drop-down menu on the Transactions page. To archive a duplicate account:

1. On the left-side menu, click Accounting > Chart of Accounts.
2. Click the pencil icon next to the duplicate account.
3. Select the checkbox next to Archive Account.
4. Click Save.