Don’t know how to delete & unmatch a transaction in QuickBooks Online? Don’t worry here we bring you this manual guide to resolve this issue without any trouble. You can apply these given steps to unmatching or deleting downloaded banking transactions. Read the complete article to know all related facts and learn to delete a transaction in QBO. You can also call our QuickBooks ProAdvisor to get instant Support for any topic to save your time and effort. Contact us toll-free: +1-844-405-0904
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What are Unmatched Transactions in QuickBooks Online?
QuickBooks provides a matched or unmatched status to every downloaded transaction from a bank or credit card account. Matching popularity means that the transaction already exists or has already been entered. Uneven transactions in QuickBooks are performed online in QuickBooks.
This can happen due to various reasons such as corrupt financial institution transactions, and wrong matching techniques. Unmatched transactions are those that create a problem.
How to Unmatch a Transaction in QuickBooks Online?
There are two methods by which users can unmatch the transaction in QuickBooks Online. You can do it by banking page and through the bank register. Check out the below steps to unmatch downloaded transactions in QuickBooks Online.
From the Banking Page
Steps to unmatch the single transaction:
- First, go to Banking on the left menu on the page
- Here also look for the banking from the panel and click on it.
- The users have to make sure that the accurate bank or credit card account is chosen.
- Next, look for the QuickBooks tab and click on it.
- Click on the items that the user requires to unmatch. You can also choose the common header to sort up or filter by amount, date, description, and so on. This will be the very easiest way to find the transaction.
- Now, go to the undo in the action column.
To unmatch multiple transactions:
- Review every transaction which you require to unmatch.
- Now, go to the date column and click on the undo.
From Bank Register
- Click on the gear icon at the top of the page
- Next, go to the setting and click on the chart of accounts in QuickBooks online.
- Later, look for the account and click on view register in the action column.
- Now go to the transactions, and later click on edit.
- Next, click on the online transaction at the top of the transaction.
- Last, click on unmatch on the next screen.
After unmatching the transactions, it will revert you to the review tab. Where the users can categorize and match them again.
Deleting Downloaded Transactions in QuickBooks Online
There are two methods through which users can delete the transaction in QuickBooks Online. You can do it by transaction window and through the bank register. Check out the below steps to unmatch downloaded transactions in QuickBooks Online.
From the Register
- First, go to the gear icon and look for the chart of accounts under settings and click on it.
- Next, go to the account, and click on the view register.
- Click on all the unwanted transactions.
- Later, go to the delete button in the transaction line.
- Choose to delete both the transaction, as well as the downloaded transactions
Deleted transactions will not be visible in the transaction being a rematch.
From the Transaction Window
When deleting a transaction through the transaction window, both the transaction and the downloaded transaction will be deleted. These transactions will not be shown in the transaction list.
- First, go to the gear icon and look for the chart of accounts under settings and click on it.
- Go to the settings, and click on the chart of accounts.
- Look for the account and click on the view register.
- Next, go to the unwanted transactions.
- Now choose the edit under the transaction list.
- Next, go to the transaction dialogue box, and select more & click on delete.
- At last, click on Ok to confirm.
Hope, this blog will help you to Delete and Unmatch a Transaction In QuickBooks. If you still need further assistance, you can call our QuickBooks helpline number and talk to our Professionals at +1-844-405-0904 toll-free.
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