QuickBooks online helps users to manage business activities in a user-friendly way. One of the renowned features of QuickBooks is to download bank transactions directly. The users can connect their banks and credit card account with QuickBooks. Through this, the users can directly download the unmatched transactions in QuickBooks Online. In this blog, we will discuss how to unmatch a transaction in QuickBooks online.
QuickBooks automatically reconcile the bank statements. It also reduces the work to enter those transactions and reconcile them. QB Online saves time and efforts. It avoids the tedious work of data entry.
QuickBooks assigns each downloaded transactions from bank or credit card account a matched or unmatched status. Matched status means that the transaction is already with present or has already been entered. Unmatched transactions in QuickBooks get accumulated in the QuickBooks online.
This can be because of various reasons like corrupted bank transactions, incorrect matching techniques. These unmatched transactions are the ones which create a problem.
There are two ways in which the user can do so. Through banking page and through bank register. Here are the steps to unmatch downloaded transaction in QuickBooks Online.
To unmatch single transaction:
To unmatch multiple transactions:
From bank register
After unmatching transactions, it goes back to the review tab. There the users can categorize and match them again.
For this activity also users can use any of the two methods of deleting transactions. The two ways for “how to delete a transaction in QuickBooks” are mentioned below:
The deleted transaction will not show up in the transactions to be rematched.
When deleting the transaction through the transaction window, both the transactions and the downloaded transaction will be deleted. These transactions will not be shown in the transaction list.
Hope that this article would have helped in fixing the issue “how to unmatch a transaction in QuickBooks online”. For any query – contact the QuickBooks Support Phone Number 1-877-263-2742.
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