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Intuit

Unmatch or move bank transactions after reviewing them

Learn how to edit matched or added transactions downloaded from your bank after you review them in QuickBooks Online.

After downloading your recent bank and card transactions, QuickBooks matches them with transactions you’ve already entered or starts a new record for you.

Occasionally, you may match the wrong transactions or categorise them into the wrong account. If you want to make changes after you’ve reviewed your downloaded transactions, you can edit them or move them to another account. Here’s how.

Before you start

Do you regularly reconcile your accounts? If so, be sure to edit your transactions before you reconcile.

If you already reconciled the transaction you want to unmatch or edit, reach out to your accountant for advice. Or, you can unreconcile the transaction and then make your corrections.

Unmatch a bank transaction

  1. Go to the Banking menu, and then select the Reviewed tab.
  2. Find the transaction you want to unmatch.
  3. Select the blue transaction link in the Added or Matched column to see the matched transaction.
  4. Select Undo from the Action column. The transaction will go back to the For Review tab.
  5. Go back to the For Review tab and find a new match.

Move an added bank transaction

If you need to move a transaction to a new account, simply change the account from the transaction window.

  1. Go to the Banking menu, and then select the Reviewed tab.
  2. Find the transaction you want to move.
  3. Select the blue transaction link to open the transaction.
  4. Select a new Category from the drop-down menu for each item. This moves the payment to a new income or expense account. Don’t change the Payment Account.
  5. Select Save and Close.

Undo an added bank transaction

If you want to get rid of an added transaction entirely and start from scratch, you can Undo it.

  1. Go to the Banking menu, and then select the Reviewed tab.
  2. Find the transaction you want to undo.
  3. Select Undo from the Action column. This removes the added record from your accounts in QuickBooks.
  4. Go back to the For Review tab. Edit and categorise the transaction the way you want to.