How to recover when posting a bank transaction with the wrong category

Hi, Playawest. You received this error because the transaction you’re trying to delete is matched to a downloaded bank transaction in another account. QuickBooks won’t let you delete a matched transaction without first unmatching it to avoid breaking the connection between linked records.

Here's the straightforward steps you can take: 
 

1. Go to Accounting, then Chart of Accounts, and locate the bank account where the transaction was posted.
2. Open the view register for that account and look for the transaction in question (it will be marked as matched).
   
   
   
   
   
3. Click on the transaction to open it, then select Edit.
   
   
   
   
4. In the transaction window, select Unmatch to break the link between the downloaded transaction and the posted transaction.
   
5. After unmatching, you can delete or edit the transaction as needed.
   
   

Finally, go back to Bank Transactions, locate the original downloaded transaction (which will now be unmatched), assign the correct category, and select Post again.

Let us know if you require further assistance.

I do not see an unmatch but the transfer looks ok. It just says a Paypal deposit was made to the bank. What the original pending allowed me to do is select the category of the income. I am not seeing a way to do that in this view.

You'll want to unmatch the transaction from the bank transaction page, Playawest45.

When you categorize the PayPal deposit in your bank feed, another way to get around this is to undo the transaction from the Categorize or Posted tab. Here's how:

1. Go to the Transactions menu and click the Bank transactions page.
2. Click the Categorize or Posted tab.
3. Locate the deposit and manually tick the 'Undo' option to unmatch the transaction.
   
   

Once done, you can return to the For review or Pending tab and then match the transaction to the correct category. 

You can always count on us if you have other questions about your banking transactions. Leave your queries in this thread so we can get back to you promptly with all the required help, Playawest45.

I have tried that and get Something's not quite right. You can't delete this transaction from this register because it is matched to a transaction that was download into a different account. 

If you go to the other account where the transactions was downloaded, can you delete it there?

I think you mean go to the Paypal bank. I went into the Paypal bank and delete the transfer. That moved the transaction back to pending and then I could select the correct category.