How to Unmatch a Transaction in QuickBooks Online- Deleting

In QuickBooks, every downloaded transaction from a credit card or bank account is assigned a status, either matched or unmatched. Matched status means the particular transaction is present already or has been added. Unmatched transactions, on the other hand, are accumulated in QuickBooks. When it can’t find a match, then it creates a new record for you, and you need to review and approve the work. Learn how to unmatch a transaction in QuickBooks Online.

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What are Unmatched Transactions in QuickBooks?

Each downloaded transaction from a bank or credit card account is assigned a matched or unmatched status by QuickBooks. Matched status states that the transaction is either present or entered already. Unmatched transactions are accumulated in QuickBooks and you have to perform unmatching transactions due to innumerable reasons like incorrect matching methods, corrupted bank transactions, etc.

Why do you need to unmatch a Transaction in QuickBooks?

In QuickBooks, you need to unmatch a transaction for the following reasons:

Corrupted bank transactions
Improper matching techniques

It is these unmatched transactions that create problems for business during accounting.

Steps to Unmatch a Transaction in QuickBooks Online

There are 2 different ways through which you can easily unmatch a transaction in QuickBooks Online. You can do either from the bank register or the banking page. Check out the different steps for each way:

From the banking page

In your QuickBooks account, open the Banking menu.
Click the banking tab.
Choose the bank/credit card account you have downloaded the particular transaction form.
Choose the Categorised tab.
Locate the transaction you wish to match.
Choose the blue transaction link displayed in the Added or Matched section to find the matched transaction.
Choose Undo displayed in the Action column.

from the bank register

Select Transactions and go to Chart of Accounts
In the row of the particular account, select View Register
Locate the transaction and click it
Select Edit
On the top-end of the transaction, select Online Banking matches
Select Unmatch, and the downloaded transaction goes back to the particular New Transactions tab.

Steps to Delete QuickBooks Online unmatched transactions

In case QBO can’t find a match transaction and that may be because you have not already entered the transactions. In that case, QuickBooks itself creates a new one for you, and you don’t want to keep the QuickBooks added one transaction. You can get rid of it entirely by undoing or deleting and starting from scratch:

Here are the steps that you should follow to delete QuickBooks unmatched transactions.

First, go to the Banking section or Transactions menu
Next, move to the Banking tab
Now, choose the file for the bank or credit card account that you downloaded the transaction from
Then go to the Categorized tab
Look for the transaction that you wish to delete
Select and click Undo from the Action column.

Read More: Steps To Delete Multiple Transactions In QuickBooks

With this reset process of the transaction, QuickBooks tried to create a new one for you. Once done with that then go back to the Review tab and categorize the transaction the way you want to.

Final Words

In this piece of content, how to unmatch a particular transaction in QuickBooks is described with detailed steps. We hope that with the help of these transactions, you will be able to delete or unmatch a particular transaction. However, people often get stuck while unmatching a transaction in QuickBooks Online. In such scenarios, chat with us.

FAQ’s

How can I delete/undo the downloaded transactions from the Register in QuickBooks?

You can delete the downloaded transactions either from the Transaction window or from the Register.

💠 Go to the Gear icon >> Settings
💠 Select the Chart of Accounts under the same
💠 Look for the account and then pick the “View Register” option
💠 Select all unwanted transactions
💠 In the transaction line, you have to click the Delete button.

How can I move the downloaded transaction to another account in QuickBooks?

If you want to move the downloaded transaction to another account, then you simply change the account directly on the transaction:

💠 Go to the Banking menu or the Transactions menu
💠 Choose the tile for the credit card or bank account that you downloaded the transaction from
💠 Go to the Categorized tab and look for the transaction that you want to move
💠 Pick the blue transaction link with the column “Added or Matched.”
6. It will open the transaction
7. Select a new account for each item on the transaction in the Category dropdown
8. Once done then click the Save and Close option.

What is the process to handle the downloaded transactions by QuickBooks?

There are three steps through which QuickBooks handles the downloaded transactions:

💠 Initial categorization
💠 Making a match
💠 Understanding the status symbols (in the check register)

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