How do I change the date on a matched payment received?

Hello, Dw94.  

I can help you align your payment date with your bank statement. Since you've already matched the transaction, we need to uncouple them so you can make that adjustment.

Here's how :

1. Go to All apps, then select Accounting and choose Bank transactions.
2. Next, click on the Categorised tab to view your previously matched items.
3. Locate the specific payment that has the incorrect date and click Undo under the Action column.
4. Once you've done that, click the Search icon (magnifying glass) at the top of your screen and search for that payment to open it.
5. Now, update the Payment date field to match the transaction date in your bank account.
6. Click Save and close to save that change.
7. Afterwards, return to the For review tab in your Banking screen.
8. Finally, locate the bank entry and click Match to link it to your newly updated payment record.

In your next move, ensure your bank balance matches your QuickBooks balance to keep your records organized. For further guidance, please check out these articles:

• How to Unmatch and Categorise Bank Transactions.
• Reconcile an Account in QuickBooks Online.

The Community is always here if you need anything else.