Unmatch downloaded bank transactions or move them to another account (2024)

Learn how to undo or unmatch transactionsdownloaded into QuickBooks Online.

Whenever QuickBooks downloads new bank and credit card transactions, itmatches them with transactionsyou’ve already entered. If it can't find a match, itcreates a new record for you. All you have to do is review and approve the work.

Occasionally, you may match the wrong transactions or categorize them into the wrong account. Don't worry. You can make changes after your review. Here's how to undo, unmatch, or move downloaded transactions to another account.

Unmatch a downloaded transaction

Did you match a downloaded transaction with the wrong one? Follow these steps:

Go to Transactions, then select Bank transactions (Take me there).
Select tile for the bank or credit card account you downloaded the transaction from.
Select the Categorizedtab.
Find the transaction you want to unmatch.
Select the blue transaction link in the Added or Matched column to see the matched transaction.
Select Undo from the Action column.

This disconnects the two transactions. The original downloaded transaction will go back to theFor Review tab. Follow these steps to find the correct match.

Move a downloaded transaction to another account

Need to move a transaction to a different account? Simply change the account directly on the transaction:

Go to Transactions, then select Bank transactions (Take me there).
Select tile for the bank or credit card account you downloaded the transaction from.
Selectthe Categorizedtab.
Find the transaction you want to move.
Select the blue transaction link in the Added or Matched column. This opens the transaction.
In theAccountdropdown, select a new account for each item on the transaction. Don’t change the Payment account. Note: The Category field only shows in deposits. You cannot change the category of sales receipts.
When you're done, select Save and close.

Delete a downloaded transaction QuickBooks added for you

If QuickBooks can't find a match, because you didn't already enter the transaction, itcreates a new one for you. Don't like what QuickBooks added? You can get rid of it entirely and start from scratch:

Go to Transactions, then select Bank transactions (Take me there).
Select tile for the bank or credit card account you downloaded the transaction from.
Selectthe Categorizedtab.
Find the transaction you want to delete.
Select Undo from the Action column.

This resets the transaction QuickBooks tried to create for you.Go back to the For Review tab andcategorize the transaction the way you want to.

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Unmatch downloaded bank transactions or move them to another account (2024)

FAQs

How to unmatch downloaded bank transactions or move them to another account QuickBooks Desktop? ›

Click the account where the incorrect transactions were downloaded. Choose the Categorized tab. Find the incorrect transactions you need to unmatch. Hit Undo from the ACTION column.

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How do I match unmatched transactions in QuickBooks? ›

Select the transaction in the statement that you need to match to a transaction in the register. Then select the transaction in the register to match to. Make sure the amounts match. Select Match.

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How do I move transactions from one account to another in QuickBooks desktop? ›

Locate your Checking account and click View Register. Select the transaction you want to move and click Edit. Under the Deposit to dropdown, choose the appropriate account. Click Save.

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How do I delete downloaded transactions in QuickBooks? ›

If Side-by-Side mode, downloaded transactions are on left side of the screen.

Go to the Banking menu.
Select Bank Feeds and then Bank Feeds Center.
In the Items Reviewed section, select the account with the transactions you want to remove.
Select Items to Delete.
Select the transactions you want to delete.

More items...

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How to match downloaded transactions in QuickBooks Desktop? ›

Go to Banking or Transactions on the left panel.

Click the Banking tab.
In the For Review section, select the transaction you want to match and click the Find match radio button.
In the Match Transactions window, select the Date and if you see any possible matches, put a checkmark on the transactions.
Click Save.

Dec 20, 2020

How do I delete downloaded bank transactions in QuickBooks Online? ›

Hi, you can exclude and delete the downloaded transactions.

From banking screen select the relevant bank, then select for review tab.
Tick the transactions you want to exclude, then select Batch actions and then Exclude selected.
Select the Excluded tab.
Tick the transactions you want to Delete.
Select Batch action.

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Mar 11, 2019

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Why is QuickBooks not matching bank transactions? ›

If the difference between a sales receipt you already entered and a downloaded transaction is more than 5%, QuickBooks won't show a match. This usually happens when banks add processing fees that weren't on the sales receipt you created. If you know you've found the matching transaction: Go to the Sales menu.

What does it mean to match a transaction in QuickBooks? ›

Match with an existing transaction. Match means QuickBooks matched the downloaded transaction with one you already entered, like an invoice, a bill, a receipt, or a payment. This links them together so you don't get duplicates.

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Is there a way to reclassify transactions in QuickBooks desktop? ›

Reclassifying transactions in QuickBooks Desktop can be done using the Reclassify Transactions tool, which allows users to efficiently change the account or type for multiple transactions.

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What is the best way to import transactions into QuickBooks desktop? ›

To do this, download your transaction history from your bank's website in a QuickBooks-compatible format (QBO, CSV, or Excel). In QuickBooks, go to 'File,' then 'Utilities,' and select 'Import. ' Choose 'Web Connect Files' and select your downloaded transaction file.

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Is there a way to mass delete transactions in QuickBooks Online? ›

Here's how you do it:

Step 1: Click on the drop-down and pick the Transaction/List you want to delete. Step 2: Select the right date type. Step 3: Pick the Date Range for what you want to delete. Step 4: Hit the Search button, and voila!

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Is there a fast way to delete transactions from QuickBooks Online? ›

Let me guide you how to delete online banking transactions:

Click the Banking menu.
Select the correct account.
Go to the For Review tab then mark the items you're deleting.
Click the Batch actions button.
Choose Exclude Selected.
Once done, go to the Excluded tab.

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Nov 27, 2018

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Is there a way to mass delete transactions in QuickBooks desktop? ›

Go to the Accountant menu, then select Batch Delete/Void Transactions…. Find and select the checkboxes next to the transactions you want to delete or void. Select Review & Delete if you want to delete the transactions. If you want to void them, select Review & Void.

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How do I delete imported bank transactions in QuickBooks desktop? ›

Delete transactions imported from a specific CSV

Select the profile ⚙ icon and then Imports. Select the bank account you imported the CSV file into. In the Files imported section, select the trash icon for a file.

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