How to unmatch and delete downloaded transactions in QuickBooks Online?
There were some transactions that occurred which we don’t want to keep in our business financial records, can someone guide me how to unmatch and delete them?
The matched status means the transaction is already present or has been entered in your book. Unmatched transaction in QuickBooks Online gets accumulated in QuickBooks Online, for various reasons like corrupted bank download files, incorrect matching practices etc.
If you are new to QuickBooks Online and you have entered wrong data mistakenly and now you want to remove them or facing difficulty in deleting them form your books, the obvious question “HOW WILL YOU DO IT?” To fix this issue here is the step by step guide for unmatching or deleting downloaded banking transactions.
Unmatch the downloaded transactions
- Choose Transactions > under Banking menu.
- Make sure the correct account is selected.
- Click on the QuickBooks tab under banking.
- Choose the downloaded transaction you want to unmatch. You can find your transaction more easily by clicking a column header to sort up or down by amount, date, description, and so on.
- Under the Action, column Click on Undo button.
You can also unmatch several transactions at once by checking the box to the left of each transaction. Click the Batch actions drop-down and select Undo. By doing this the downloaded transaction moves back to the New Transactions tab. The single or multiple QuickBooks transactions that were matched are now available to match in one list, next add or exclude the transactions.
Unmatch a Transaction From the Register
- When you have opened your file Click on Gear icon.
- Select the chart of account under your company file.
- Click on view the register from the appropriate account.
- Find the transaction and click on Edit.
- At the top of the transaction list, click Online banking matches option.
- Click Unmatch.
Delete a Matched Transaction
You can delete a matched transaction from the register.
- Click on the Gear icon again.
- Open Chart of account of your company.
- Click on view register under the Action column.
- Highlight the unwanted transactions and then click on the delete button to the bottom right of the transaction line.
- Once you deleted the transactions from the bank it will not show in the downloaded transactions area to be rematches.
I hope the above steps will help you to manage your book. If you still have some question and having difficulty to follow the steps please feel free to call us on our QuickBooks Pro Advisor Number at +1-855-875-1223 and get instant help.
