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A
ARM4
October 14, 2021
Question

QBO matching errors for bank clearing

  • October 14, 2021
  • 1 reply
  • 0 views

Multiple Checks for the same dollar amount are incorrectly matched.

 

Unmatched items that actually cleared the bank have been reconciled.

 

How do I match the items in QB with what actually cleared the bank?

1 reply

A
Archie_B
October 14, 2021

Thank you for reaching the Community, ARM4.

 

I'd like to help in making sure your bank transactions are matched correctly in QuickBooks Online.

 

If you're bank transactions are matched incorrectly, don't worry. I'll help you undo it so that you can match it with the correct transactions in QuickBooks.

 

Here's how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Choose the Banking tab.
  3. Select tile for the bank or credit card account you downloaded the transaction from.
  4. Click on the Categorized tab.
  5. Look for the transaction you want to unmatch.
  6. You can click the blue transaction link in the Added or Matched column to see the matched transaction.
  7. Select Undo from the Action column.

 

This process will disconnect the two transactions. Once that's done, you may now go back to the For Review tab and find the correct match. Here's an article to guide you in matching the correct transactions: Categorize and match online bank transactions in QuickBooks Online.

 

I've added this link to guide you once you're ready to reconcile an account in QuickBooks Online.

 

Just click the Reply button below if you still have other concerns about banking. Have a nice day!

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