Undo a posted bank transaction

Undo The Posting

1. Open the company and select Bank Feeds.
2. Select Posted.
3. Find the transaction and click the row.
4. Click Undo.

5. Read the confirmation and click OK.

The row returns to Ready with its coding still filled in. Correct the coding, then post it again when it is right.

Undo Several At Once

On Posted, tick the rows to undo (or use Select all matching rows), then click Undo in the selection bar and confirm. Every selected row returns to Ready with its coding kept. A row that is part of a completed reconciliation or a locked period is skipped, and the message says how many were undone and why the rest were not.

If Undo is blocked, create a support ticket with the company, account, transaction date, and amount. Do not create a separate offsetting entry.