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Hello, Alicia. Let's open the Categorized or Reviewed tab in the Banking or Transactions menu to find the deposit that the checks were incorrectly matched. I'll guide you on how to do this below.
- Go to Transactions, then select Bank transactions.
- Select the tile for the account you want to review.
- Go to the Categorized or Reviewed tab.
- Select the blue transaction link in the Added or Matched column to see the matched transaction.
- Click the Undo button under the Action column to disconnect the two transactions.
After that, the deposit will return to the For review tab. From there, match the checks to the appropriate deposit.
Once everything is all set, go ahead and perform monthly reconciliations to ensure the accuracy of your accounts' records.
Please keep me posted if you have any additional banking concerns or questions about managing transactions in QBO. I'll be right here to help.
