cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

Bank feed transactions

I'd like to edit a bank feed transaction that I already added to QB. I matched a deposit as a "fee for service" income account, but I should have attached it to an invoice. Now I can't find it to attach it correctly.
3 Comments
QuickBooks Team

Re: Bank feed transactions

It's nice to see you here today, @Shanazzi,

 

You need to unmatch the bank transaction to match it to the right item in QuickBooks Online. Here's how:

 

  1. From the Lists menu at the top, select Chart of Accounts.
  2. Double-click the bank account and look for a transaction with a lightning bolt icon.
  3. Remove it and click anywhere.
  4. Click Yes to save the changes.

Check out this article for more detailsAdd and match Bank Feed transactions.

 

If you have other questions about matching bank transactions, do let me know. I'll be here to keep helping.

Not applicable

Re: Bank feed transactions

Thanks! I know which lightning bolt you're talking about, but there isn't one on the page to uncheck.

QuickBooks Team

Re: Bank feed transactions

Thanks for updating me on the result, @Shanazzi,

 

You'll find the mark (lightning bolt) if a transaction in QuickBooks is matched to an online bank statement. Here's how to review them in the Bank Feeds:

 

  1. From the top menu bar, click on Banking.
  2. Select Bank Feeds then Bank Feeds Center.
  3. Choose the Bank you want to review, then click the Transaction List button.

I suggest following the steps found in this article to properly match your books:  Add and match Bank Feed transactions.

 

If you're still unable to unmatch the payment, I recommend contacting our phone support department. They can initiate a screen-sharing session to help identify the transactions recently matched, and how to undo them. Follow these steps to contact us:

 

  1. On your QuickBooks Homepage, go to the Help menu.
  2. Choose QuickBooks Desktop Help.
  3. Tap the Contact us button.

Please let me know how the call goes or if you have any other questions. I'll be more than happy to help. Cheering you to continued success in all your endeavors.

Need to get in touch?

Contact us