Undo Sync/Match in Bank Transactions

1. Click on Bank Transactions

2. Click on Categorized

3. Click on 3/22 7-Eleven -$83.66 0.8

4. In the transaction side draw, click on Undo Sync/Match

5. Click on 1 transactions unsynced.

6. Once you Undo Sync/Match , the transaction will move from the “CATEGORIZED” tab to “FOR REVIEW.” The synced or matched transaction will also be deleted in ERP.

7. Click on 3/22 7-Eleven -$83.66 N/A

8. Alternatively, you can bulk undo transactions.

9. Select multiple transactions

10. Click on dropdown trigger

11. Click on Undo sync/match

12. Click on CONFIRM

13. Once you Undo Sync/Match , the transaction will move from the “CATEGORIZED” tab to “FOR REVIEW.” The synced or matched transaction will also be deleted in QBO.

14. Click on 3/15 Uber -$24.01 N/A