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December 21, 2023
Question

How to unmatch a matched transaction

  • December 21, 2023
  • 1 reply
  • 0 views
i matched a deposit to the wrong invoice?can you fix it?

1 reply

MariaSoledadG
December 21, 2023

Unmatching a transaction is quick and easy. I'll show you how, Tim.

 

You can undo the transaction in the Categorized tab. To do so, follow the steps outlined below:

 

  1. Go to Transactions, then Bank transactions.
  2. Under the Categorized tab, click Undo.
  3. This will go back to the For review tab, where you match again the transaction.

 

This disconnects the two transactions. The original downloaded transaction will go back to the For Review tab. You can also follow these steps to find the correct match.

 

Moreover, to ensure your accounts are balanced and accurate, check out this article on how to reconcile them. To give you more information about the process, go through this article for more details: Reconcile an Account in QuickBooks Online.

 

Always let us know if you have any questions when unmatching transactions. We're always here to help you anytime. Happy Holidays!