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IB247
January 26, 2023
Question

Match the wrong invoice to a transaction from the bank

  • January 26, 2023
  • 1 reply
  • 0 views

HI. I have matched some invoice to a transaction in bookkeeping but I hadn't received the remittance, it turns out that I matched the wrong invoices. How do I reverse this so I can match the correct ones. They are closed and paid. When I try to unmatch it comes up with an error because there is more than one invoice.

1 reply

A
Alex M
January 26, 2023

Hi there IB247,

 

It's important that all your transactions be entered correctly so that your books can be well balanced. QuickBooks Online is a great tool able to import transactions from various banks in order to help with the process of data entry. I can provide some information about removing the payment.

 

In order to remove the payment, you can go to the Sales tab, then Customers. Go to the customer who made this payment, then click on their name to see their transaction list. Find the payment in question then click on it to open the window to edit the payment. In the More menu found in the bottom bar, click Delete, and this will delete the Payment and send it back to the For review section of the banking tab to match it once more.

 

if you have any other questions, feel free to reach out here.

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