How to unmatch a downloaded transaction?

Hi there, JGRS.

QuickBooks Online provides a valuable feature that allows users to unmatch transactions that have already been downloaded and matched within the system.

Using this tool, you can revisit and adjust previously matched transactions, ensuring that your financial data remains accurate, reliable, and up-to-date. This process not only helps maintain the integrity of your records but also enhances your ability to manage your finances effectively.

Here's how to unmatch your transactions:

1. Navigate to Transactions, then select Bank Transactions.
2. Choose the tile for the bank or credit card account from which you downloaded the transaction.
3. Select the Categorized tab.
4. Locate the transaction you wish to unmatched.
5. Select the blue transaction link in the Added or Matched column to see the matched transaction.
6. Click Undo in the Action column.

Once the transactions are unmatched, they'll return to the For Review tab, allowing you to modify details or match them to the appropriate category.

For more detailed information mentioned above, feel free to visit this article: Unmatch downloaded bank transactions or move them to another account in QuickBooks Online.

Additionally, I'm adding this resource to allow you to ensure that your internal bookkeeping aligns with your external bank transactions: Reconcile an account in QuickBooks Online.

We are ready to assist you in evaluating these options. If you need more information or support with unmatching your transactions, please don't hesitate to reach out through this communication channel. Thank you for considering this collaboration. We look forward to helping you enhance QuickBooks.