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Unmatch downloaded bank transactions or move them to another account

SOLVEDby QuickBooksQuickBooks Online752Updated June 17, 2022

Learn how to undo or unmatch transactions downloaded into QuickBooks Online.

Whenever QuickBooks downloads new bank and credit card transactions, it matches them with transactions you’ve already entered. If it can't find a match, it creates a new record for you. All you have to do is review and approve the work.

Occasionally, you may match the wrong transactions or categorize them into the wrong account. Don't worry. You can make changes after your review. Here's how to undo, unmatch, or move downloaded transactions to another account.

Important: If you already reconciled the transaction you want to unmatch or change, reach out to your accountant for advice. This type of change can have a big impact on your accounts. Your accountant can help you unreconcile the transaction and make corrections.

Unmatch a downloaded transaction

Did you match a downloaded transaction with the wrong one? Follow these steps:

  1. Go to Bookkeeping then Transactions then select Bank transactions (Take me there), or go to Banking (Take me there).
  2. Select tile for the bank or credit card account you downloaded the transaction from.
  3. Select the Categorized tab.
  4. Find the transaction you want to unmatch.
  5. Select the blue transaction link in the Added or Matched column to see the matched transaction.This image shows the added or matched column in the Reviewed tab in the Banking menu.
  6. Select Undo from the Action column.

This disconnects the two transactions. The original downloaded transaction will go back to the For Review tab. Follow these steps to find the correct match.

Move downloaded transaction to another account

Need to move a transaction to a different account? Simply change the account directly on the transaction:

  1. Go to Bookkeeping then Transactions then select Bank transactions (Take me there), or go to Banking (Take me there).
  2. Select tile for the bank or credit card account you downloaded the transaction from.
  3. Select the Categorized tab.
  4. Find the transaction you want to move.
  5. Select the blue transaction link in the Added or Matched column. This opens the transaction.
  6. In the Category dropdown, select a new account for each item on the transaction. Tip: Don’t change the Payment account.
  7. When you're done, select Save and close.

Delete a downloaded transaction QuickBooks added for you

If QuickBooks can't find a match, because you didn't already enter the transaction, it creates a new one for you. Don't like what QuickBooks added? You can get rid of it entirely and start from scratch:

  1. Go to Bookkeeping then Transactions then select Bank transactions (Take me there), or go to Banking (Take me there).
  2. Select tile for the bank or credit card account you downloaded the transaction from.
  3. Select the Categorized tab.
  4. Find the transaction you want to delete.This image shows the added or matched column in the Reviewed tab in the Banking menu.
  5. Select Undo from the Action column.

This resets the transaction QuickBooks tried to create for you. Go back to the For Review tab and categorize the transaction the way you want to.

On-demand assistance.

Set up a live video appointment or message your QuickBooks-certified bookkeeper whenever you need help. Learn more about QuickBooks Live Bookkeeping.

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