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1 reply

August 19, 2024

Thanks for posting in the Community, @tegough.

 

QuickBooks has a proper way to cancel a match in the action column. All you have to do is follow the steps below to complete the process.

 

Here's how:

 

  1. Login to QuickBooks Online.
  2. Go to transactions and click Receipts.
  3. In the Action column next to the Match, you will see a dropdown arrow. Click on that arrow, then select Review.
  4. Next, you will see the uploaded receipt and review details. Scroll down to find the amount. Click on it if you wish to edit the amount.
  5. Select Save and Next.

 

For future reference, you can read this article to help you reconcile your accounts in QuickBooks Online: Reconcile an account in QuickBooks Online.

 

Don't hesitate to click the Reply button below if you have other concerns with canceling a match bank transaction in QuickBooks Online. The Community is always here to help. Have a great day.