Undo sync or match in Bank Transactions

Undo a synced or matched result when the original accounting outcome was wrong, resulting in a transaction that can be corrected and reviewed again.

Workflow

Step 1

Open Bank Transactions

Start in Bookkeeping > Bank Transactions and select the bank accounts you want to review so transaction rows are visible.

Screenshot showing Bank Transactions with all bank accounts selected and transaction rows visible.

Step 2

Open Categorized

Use the Categorized tab to find transactions that have already been synced or matched.

Screenshot showing the Categorized tab with synced and matched transactions.

Step 3

Select transactions

Choose the synced or matched rows you want to roll back before opening the transaction actions menu.

Screenshot showing a categorized transaction selected in the Bank Transactions table.

Step 4

Open actions

Open the transaction actions menu and choose Undo sync/match for the selected transactions.

Screenshot showing the transaction actions menu with Undo sync/match available for the selected categorized row.

Step 5

Confirm rollback

Review the confirmation dialog carefully before reversing the selected sync or match outcome.

Screenshot showing the Undo Sync/Match confirmation dialog for the selected categorized transaction.

When to use this

Use this workflow when the transaction was synced or matched successfully from a system perspective but the accounting result was not the one you wanted.

Limitations

Undo affects synced or matched rows

Use Undo sync/match only for transactions whose current sync or match outcome should be reversed.

Troubleshooting

Undo sync/match is unavailable.

Open the Categorized tab, select one or more synced or matched transactions, and confirm the selected rows are eligible for rollback.

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