Complete Guide to Unmatching Transactions in QuickBooks
7/8/2025
QuickBooks is a popular tool for managing financial records. However, mistakes can happen, and sometimes you may match a transaction incorrectly. This can create problems when you want to keep your financial records accurate. If you find yourself in such a situation, this guide will help you unmatch transactions in both QuickBooks Online and QuickBooks Desktop.
Unmatching a Transaction in QuickBooks Online
Here are the steps to unmatch a transaction in QuickBooks Online:
- Access the Banking Menu: First, go to the Banking menu. Choose the tile for the bank or credit card account where the transaction is.
- Locate the Transaction: Next, click on the Categorized tab. Look for the transaction you want to unmatch.
- Unmatch the Transaction: In the Added or Matched column, find the blue link for that transaction. Click on it to see the details and then select Undo to unmatch.
Once you undo the match, the transaction will be moved back to the For Review tab. This lets you look for the correct match later.
Unmatching Multiple Transactions
Sometimes, you may need to unmatch more than one transaction. Here’s how to do it:
- In the Categorized tab, check the boxes for each transaction you want to unmatch.
- Choose Batch actions and click on Undo.
This will return all selected transactions to the For Review tab, making your work more efficient.
Unmatching Transactions in QuickBooks Desktop
If you are using QuickBooks Desktop, the steps differ a bit:
- Access Bank Feeds: Go to the Banking menu and select Bank Feeds. Choose the Bank Feeds Center.
- Locate the Transaction: Find the transaction under the Recognized tab.
- Unmatch the Transaction: In the Action column, click on the small arrow icon next to the transaction and select Not a match.
This action will effectively unmatch the transaction, allowing you to correct it as needed.
Important Considerations
Keep these points in mind when unmatching transactions:
- Reconciled Transactions: Be careful with reconciled transactions. If you unmatch them, it can impact your accounts. Consult with an accountant before changing these transactions.
- Multiple Matches: If one downloaded transaction is matched to more than one transaction in QuickBooks, unmatch it from the In QuickBooks tab on the Banking page.
Knowing how to unmatch transactions in QuickBooks can save you time and help keep your records accurate. When your accounts are correct, you can focus on more important aspects of your business.
The next time you find a transaction that needs unmatching, just follow these steps. You’ll maintain clear and reliable financial records. Accurate bookkeeping is key to running a successful business.