Delete QuickBooks unmatched transactions
QuickBooks Unmatched Transactions
Sometimes it happens that by mistake wrong transactions are fed into the QuickBooks and you want to get rid of them. If this is the case with you, you have landed the right place. In this article we will discuss deleting QuickBooks unmatched transactions in details in this article. Without wasting any time, let us get started!
Things to know before jumping into the troubleshooting methods:
If you wish to delete the downloaded transactions from the online banking, it depends on which of the two modes you are currently using. The troubleshooting methods in this article are suggested based on these two modes. They are:
- Register Mode.
- Side by Side Mode.
Steps to Delete QuickBooks unmatched transactions
Here are the steps that you should follow to delete QuickBook’s unmatched transactions. Please follow the instructions in the right order as mentioned:
Troubleshooting method for the Register Mode:
Please follow these steps:
- Open QuickBooks.
- Click on the ‘Banking’ option.
- Then from the drop-down menu choose the ‘Online Banking’ option.
- Then you need to click on ‘Online Banking Center.’
- In the ‘Items received’ option, please select the statement of your desired bank/ customer/ company, etc.
- Right-click on it and select ‘View.’
- Now you can match the appropriate transactions.
- Once satisfied click on ‘Done.’
- On the ‘Not Finished Matching Screen’ click on ‘Yes.’
- Come back to the ‘Online Banking Center.’
- Now in the ‘Items received’ option, please select the exact same statement of your desired bank/ customer/ company, etc.
- Now click on the ‘Delete’ button.
Please Note:
- By deleting the statement you are preventing the unwanted transactions from appearing in the download list of transactions.
- If you don’t delete the statement, then every time you will download the transactions you will see the window which will prompt you about the transactions that do not match.
Troubleshooting method for the Side-by-Side Mode:
Please follow the steps given below:
- Open QuickBooks.
- Now click on the ‘Banking’ option.
- Under the ‘Banking’ category, please go to ‘Online Banking.’
- Then go to ‘Online Banking Center.’
- In the ‘Items received’ option, please select the statement of your desired bank/ customer/ company, etc.
- Choose the select items to delete button.
- Select the transaction.
- Click on the delete selected option.
- Click on ‘Yes’ to confirm the changes.
Scope of Service:
We wrote this article to provide you with a handy guide so that you can resolve the matter of ‘deleting QuickBooks unmatched transactions’ on your own. If you still feel the need for any professional help or want clarification on any of your doubts, our team of experts is happy to help you 24/7 at:
- For instant and personalized technical support you can chat with one of our experts LIVE at any time of the day!
Related News:
