Skip to main content
Jan 21, 2024 3:46 PM UTC
Question

I have mismatched invoices to a payment. How can I fix this?

I have multiple invoice for same company in same amount and I selected the wrong invoices to match to a payment.  How can I correct this?

1 reply

Jan 22, 2024 7:43 PM UTC

Hello SylvieFB,

 

Welcome to Community!  QuickBooks Online enables you to undo your matched transactions in one batch.  This is a valuable time saver, that let's you proceed with categorizing and matching your transactions with confidence.  I'd be glad to help!

 

Follow these steps to unmatch the transactions;

 

1. From the left menu, open Transactions, then 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 

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 may benefit from creating Bank Rules. This will enable QuickBooks to categorize your transactions for you, based on the rule you create.

 

If you have any other questions, feel free to touch base with us again.  We are here for you!