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.
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Bookkeeping / Bank Transactions
Undo Sync or Match in Bank Transactions
Reverse a synced or matched result from the current Bank Transactions action menu when the original outcome was not correct.
Workflow
Setup workflow
Step 1
Locate the synced or matched transactions
In Bookkeeping, filter the table until the transactions with the incorrect synced or matched outcome are visible.
Step 2
Select the transactions you want to reverse
Highlight the rows whose synced or matched state should be undone.
Step 3
Use Undo sync or match
Open the transaction action menu and choose Undo sync or match, then confirm the action.
Step 4
Review the reverted transaction state
Confirm the transactions returned to a reviewable state so you can correct them before syncing again.
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