How to manually merge or unmerge transactions on Wave Financials

Authored by: Support.com Tech Pro Team

1. Introduction

How to manually merge or unmerge transactions on Wave Financials

2. Manually merge or unmerge transactions

Manually merge duplicate transactions

1. Navigate to Accounting > Transactions, and locate the two transactions you want to merge.
2. Select the checkboxes to the left of the two transactions.
3. Click the merge icon at the top of the Transactions page.
4. You can only merge two transactions. If you select more than two transactions, the merge icon will be greyed out. 
5.  

Unmerge incorrectly auto merged transactions

1. Navigate to Accounting > Transactions.
2. Locate the transaction to unmerge.
3. To view only auto merged transactions, click the Filter button at the top right, click the Wave auto-updates filter, and select the checkbox next to Merges. 
4. Click the auto-updates icon to the right of the transaction.
5. Click Review Automerge, then click the Unmerge button in the pop-up that appears.

This unmerges the transactions, and you will see two separate transactions on the Transactions page.

Unmerge a reviewed or manually merged transaction

1. Navigate to Accounting > Transactions.
2. Click the small dropdown arrow to the right of the transaction, and select Edit more details.
3. Click Merged transactions at the top right of the transaction detail window.
4. In the pop-up box, click Unmerge.

This unmerges the transactions, and you will see two separate transactions on the Transactions page.