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June 11, 2020
Question

Hello, I am wanting to change a transaction and I am getting a message This transaction is matched to a downloaded transaction. How do I unmatch it?

  • June 11, 2020
  • 1 reply
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1 reply

AddieC
June 11, 2020

Hi there, 

Connecting your bank and credit card accounts to QuickBooks Online makes it so simple for you to keep track of your transactions. This comes in so handy during reconciliations, as you can match your banking transactions to the records in QBO. If you've matched a transaction previously and now need to unmatch it to make changes, I'd be happy to explain the process on how to do so. 

 

Here's how to unmatch your transaction:

 

1. Go to Banking.

2. Select the blue tile for the account you want to review.

3. Select the Reviewed tab.

4. Find the transaction you want to unmatch.

5. Select the blue transaction link in the Added or Matched column to see the matched transaction.

6. Select Undo from the Action column. The transaction will go back to the For Review tab.

7. Go back to the For Review tab and find a new match.

 

If you already reconciled the transaction you want to unmatch or edit, reach out to your accountant for advice. Or, you can unreconcile the transaction and then make your corrections. If you're not yet connected to an accountant in QuickBooks Online, find one in your area here: Find a ProAdvisor.

 

Here's more information about undoing a matched transaction in QBO: Unmatch or move bank transactions after reviewing them.


I hope this helps get you back on track. If you have any other questions, please don't hesitate to reach out to our tech support team.


Cheers.