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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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ZackE
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Thanks for reaching out to the Community, catherine3. I appreciate your detailed information.

 

Occasionally, you may match the wrong transactions or categorize them into an incorrect account. You'll be able to make changes after your review, in case anything needs to be corrected.

 

Here's how to unmatch a downloaded transaction:
 

  1. In the left navigation bar, go to Transactions, then Bank transactions.
  2. Find an account you're working with and access it by clicking its tile.
  3. Open your Categorized tab.
  4. Locate the transaction you want to unmatch.
  5. Click your blue transaction link in the Added or Matched column to see your matched transaction.

    This image shows the added or matched column in the Reviewed tab in the Banking menu.
     
  6. Select Undo from the Action column.

 

After unmatching transactions, they can be matched again with different records.

 

I've also included a detailed resource about working with bank transactions which may come in handy moving forward: Unmatch downloaded bank transactions or move them to another account

 

If there's any additional questions, I'm just a post away. Have a great Monday!

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