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Playawest45
July 29, 2025
Solved

How to recover when posting a bank transaction with the wrong category

  • July 29, 2025
  • 1 reply
  • 33 views

In Quickbooks online bank transactions, there are pending transaction. Looks like the correct approach is select the right category and select post. 

I select the wrong category and selected post. 

I tried to undo but I get a message You can't delete this transaction from this register because it is matched to a transaction that was downloaded into a different account.. If you need to delete it, click edit and delete it from there. 

Best answer by lin_jcaj

If you go to the other account where the transactions was downloaded, can you delete it there?


I understand how this bank transaction issue disrupts your workflow, Playawest45. We can work together to get this resolved.

 

Let's check the other account where the other transaction is located. Then, look for the matched transaction and delete it.

 

After that, return to the original bank account and categorize the transaction properly.

If the issue persists,  I recommend contacting our Live support team for further assistance. They’ll be happy to take a closer look and provide a resolution tailored to your account.

 

Feel at ease to post again for more help with other concerns, and we're always here to assist you.

1 reply

G
GianSeth_A1QuickBooks Team
QuickBooks Team
July 30, 2025

Hi, Playawest. You received this error because the transaction you’re trying to delete is matched to a downloaded bank transaction in another account. QuickBooks won’t let you delete a matched transaction without first unmatching it to avoid breaking the connection between linked records.

Here's the straightforward steps you can take: 
 

  1. Go to Accounting, then Chart of Accounts, and locate the bank account where the transaction was posted.
  2. Open the view register for that account and look for the transaction in question (it will be marked as matched).




  3. Click on the transaction to open it, then select Edit.



  4. In the transaction window, select Unmatch to break the link between the downloaded transaction and the posted transaction.
  5. After unmatching, you can delete or edit the transaction as needed.

Finally, go back to Bank Transactions, locate the original downloaded transaction (which will now be unmatched), assign the correct category, and select Post again.

Let us know if you require further assistance.

P
Playawest45Author
July 30, 2025

I do not see an unmatch but the transfer looks ok. It just says a Paypal deposit was made to the bank. What the original pending allowed me to do is select the category of the income. I am not seeing a way to do that in this view.

C
Carneil_C
Level 6
July 30, 2025

You'll want to unmatch the transaction from the bank transaction page, Playawest45.

 

When you categorize the PayPal deposit in your bank feed, another way to get around this is to undo the transaction from the Categorize or Posted tab. Here's how:

 

  1. Go to the Transactions menu and click the Bank transactions page.
  2. Click the Categorize or Posted tab.
  3. Locate the deposit and manually tick the 'Undo' option to unmatch the transaction.

 

Once done, you can return to the For review or Pending tab and then match the transaction to the correct category. 

 

You can always count on us if you have other questions about your banking transactions. Leave your queries in this thread so we can get back to you promptly with all the required help, Playawest45.

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