How To Unmatch A Transaction In Quickbooks – Resolved [Get Quick Help]

If you have made a mistake and want to undo a transaction in QuickBooks, there are a few steps you need to take.

How to Unmatch a Bank Transaction in QuickBooks

How to Unmatch a Transaction in QuickBooks

If you need to unmatch a transaction in QuickBooks, follow these steps:

1. Click on the transaction you want to unmatch.
2. On the Home tab, click on the Account button.
3. On the Account tab, click on the Transactions button.
4. On the Transactions tab, click on the Unmatch button.
5. In the Unmatch dialog box, click on the Match Details button.
6. In the Match Details dialog box, click on the Unmatch Transaction button.
7. Reactivate the account where the transaction was originally matched.
8. View the corrected transaction in your account.

Step Locate the Transaction

The first step is to locate the transaction you want to unmatch. To do this, open the transactions tab in QuickBooks and select the transaction you want to unmatch.

Next, click the “Unmatch this Transaction” button.

QuickBooks will now ask you to confirm that you want to unmatch the transaction. Click the “Yes, I want to unmatch this transaction” button to confirm the unmatch.

Step Select the Unmatch Option

In the QuickBooks transactions window, you can unmatch a transaction by selecting the “Unmatch” option.

Step Verify the Unmatched Transaction

1. In the transactions tab, select the transaction you want to unmatch.
2. In the detail section, under the matching fields, click the “unmatch transactions” link.
3. In the unmatch transactions dialog, under the matching criteria, click the “unmatch transactions” link.
4. In the dialog that opens, under the “Transaction ID” field, find the transaction ID of the transaction you want to unmatch.
5. In the “Transaction Type” field, find the type of transaction you want to unmatch.
6. Under the “Amount” field, find the amount of the transaction you want to unmatch.
7. Under the “Description” field, find the description of the transaction you want to unmatch.
8. Click the “unmatch” button.

Troubleshooting Tips

If you have trouble unmatching a transaction in QuickBooks, there are a few things you can try. First, make sure you have the correct transaction in your account. Next, make sure you have the correct account in your QuickBooks account. Finally, make sure you enter the correct account number in the Unmatch Transaction dialog box.

QuickBooks Support

Matching a transaction can be a bit tricky if you’re not familiar with the process. In this QuickBooks tutorial, we’ll show you how to unmatch a transaction in quickbooks blog section.

First, open the transaction you want to unmatch.

Next, select the “Accounts And Transaction” tab.

In the Accounts section, select the account you want to unmatch the transaction from.

In the Transaction section, select the transaction you want to unmatch.

Next, click the “Unmatch” button.

The transaction will now be unmatched and you’ll be able to see the original transaction in the “Transactions” section.

Conclusion

If you have accidentally unmatched a transaction in QuickBooks, you can quickly correct the mistake. First, locate the transaction that you want to unmatch. Then, choose the “Undo Transaction” button from the QuickBooks menu bar.