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civil_kelly
June 15, 2023
Question

How do I change the matching account (from my chart of accounts in QuickBooks Online) for some of my linked bank accounts?

  • June 15, 2023
  • 1 reply
  • 0 views

Is there a way to edit/change the matching account (from my chart of accounts in QuickBooks Online) for some of my linked bank accounts without having to disconnect/unlink and reconnect the account? I have searched high and low for where and how to do this but can't see any way to edit the matching account without unlinking and re-linking it. 

1 reply

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Trish_T
June 15, 2023

Hi civil_kelly,

 

I appreciate you reaching out here.  Welcome!  When transactions have been accidentally categorized to the wrong account, QuickBooks Online has you covered.  I'd be glad to assist, so you can reconcile your accounts with peace of mind!

 

To unmatch the transactions, follow these steps;

 

1. From the left menu, open Banking

2. Click on the tile for the associated bank account

3. Open the Categorized tab

4. Select all transactions that you need to unmatch

5. Hit Undo in the Action column.

The transactions will return to the For Review tab, where you can categorize them accordingly.  Here's a detailed guide, for your reference.  In addition, you can save valuable time by creating Bank Rules.  This will enable QuickBooks to categorize your transactions for you, based on the rule you create.

 

Should you require additional assistance, please don't hesitate to contact us.  Our Customer Care team will be able to work with you virtually, with your consent, and ensure you're able to accomplish your banking goals in QuickBooks Online, as soon as possible!

 

If you have any other questions, feel free to reach back out.  We'd love to help!

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civil_kellyAuthor
June 15, 2023

Thank you @Trish_T , however that is not the problem I was asking about. 😉

 

The problem is that when I linked one of my my bank accounts and one of my credit cards, I picked the wrong accounts from our chart of accounts. The process is a bit onerous and time consuming to disconnect and reconnect the accounts, so I was just wondering if there was an easier way to simply edit/change the chart of accounts account (in QBO) that these bank accounts are linked to, without having to disconnect and reconnect them, which requires going through the bank login and verification process. 

 

If you are able to tell me the answer to that question, I would very much appreciate it. 

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Trish_T
June 15, 2023

Hi civil_kelly,

 

Thanks for getting back to me here.  QuickBooks Online provides the option to merge your accounts in one batch.  Here's a detailed guide, for your reference.  Please keep in mind, this cannot be undone.  If you'd like assistance with the process, please contact us.  We'd be happy to assist!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Please don't hesitate to ask other questions.  We're here for you!
 

 

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