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Downloaded Bank Transactions with Auto Status are wrongly matched

I use Quickbooks Desktop Pro 2019.

I have 3 downloaded bank transactions which were auto matched incorrectly and I cannot figure out how to edit them and match them up with the correct Payee's deposits?

There doesn't seem to be a way to edit them?

 

Can anyone help me with this?

Thanks

Solved
Best answer 06-04-2019

Accepted Solutions
QuickBooks Team

Re: Downloaded Bank Transactions with Auto Status are wrongly matched

I can help you with the downloaded transactions, JayNumber5.

 

You can still edit the transaction as long as it isn't added on the account yet. All you need to do is to unmatch it.

 

Let's use your screenshot as an example.

  1. Locate the transaction you'd like to edit.
  2. From the Action column, click on Select drop-down.
  3. Choose Not a Match.
  4. Modify the transaction.

unmatch.PNG

 

That's it! You can now match it to the correct payee's deposits.

 

For future references, check this article: Add and match Bank Feed transactions.

 

Please let me know if you have other concerns about bank transactions.

1 Comment
QuickBooks Team

Re: Downloaded Bank Transactions with Auto Status are wrongly matched

I can help you with the downloaded transactions, JayNumber5.

 

You can still edit the transaction as long as it isn't added on the account yet. All you need to do is to unmatch it.

 

Let's use your screenshot as an example.

  1. Locate the transaction you'd like to edit.
  2. From the Action column, click on Select drop-down.
  3. Choose Not a Match.
  4. Modify the transaction.

unmatch.PNG

 

That's it! You can now match it to the correct payee's deposits.

 

For future references, check this article: Add and match Bank Feed transactions.

 

Please let me know if you have other concerns about bank transactions.

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