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E
egertler
August 13, 2018
Question

Need to Unmatch Credit Card Transactions

  • August 13, 2018
  • 1 reply
  • 0 views

I have some credit card transactions that were posted to an incorrect account.  I want to change the account, which I cannot do without unmatching them.  The QB instructions for this are as follows:

 

Unmatch and delete downloaded transactions
  • Select Banking from the left menu.
  • Make sure the correct bank or credit card account is selected.
  • Go to the In QuickBooks tab.
  • Find and select the downloaded transaction you want to unmatch. ...
  • In the Action column, select Undo.

Seems simple enough, except I cannot figure out how to select the credit card account that needs to be unmatched.  I run a Transactions by Account report, see the transactions that need to be changed, then click on Banking, and all the transactions disappear.  Can anyone help me?

    1 reply

    A
    Anonymous
    August 13, 2018

    Hi egertler,

     

    Thank you for contacting the Community.

     

    Can I ask whether you have the credit card in question connected on the banking screen?

     

    If not you will have change the transactions manually. You can do this by clicking the Accounting tab on the left hand side and then Chart of Accounts at the top of the screen. Find the Credit Card and click Account History. You can then click onto the transactions and select Edit. This will open the transaction and you can change the account/s.

     

    Please let me know if there is anything else I can help with. :)

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