If you’ve accidentally allocated a bank transaction and need to undo it, here’s how to fix it in just a few steps:
Step 1 – Go to Account Transactions
From the Bank Feeds dashboard, select the account and click Reconcile Items.
Then switch to the Account Transactions tab at the top.
Step 2 – Find the Transaction(s) and Undo
Use the search bar to locate the transaction you want to undo.
Click the Redo all button next to the transaction to remove the full allocation.
If you need to undo multiple transactions at once, just tick the checkboxes next to each one, then click Redo all at the top.
Once undone, the transactions will move back to the Reconcile tab so you can reallocate them correctly.
