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QuickBooks Online: Transaction is matched in Banking

What to do when ConnectBooks can't delete a settlement because it's matched in QuickBooks Banking.

This happens when ConnectBooks deletes a settlement from QuickBooks Online, but one of its transactions is matched in Banking, or is on a deposit. QuickBooks won't let ConnectBooks remove it, and the settlement shows "Error Deleting".

How to fix it

  1. In QuickBooks Online, go to Banking and unmatch the transaction. If it's on a deposit instead, remove it from the deposit.

  2. In ConnectBooks, go to Accounting Export. Click the 3 dots on the settlement and choose "Delete from QuickBooks" again. If you see Settlement, COGS and Both, pick the one that shows the error.

Frequently asked questions

Why didn't I see this right away?

ConnectBooks removes settlements from QuickBooks in the background, so the error can show up after you click.

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