Possible to "Match" a GST payment from Bookkeeping > Transactions area?

Circlical · ‎February 25, 2023

Hi everyone!

I've paid my GST of course, and would have guessed that I'd be able to match the payment in the Bank Transactions area. Unfortunately, the "Action" column only contains "Add".

If I head over to the Taxes > Sales Tax area under Filings, I can see the Filed entry with "Prepared" "Filed" and "Paid" checkboxes all green.

Should I be able to match these? I can confirm that the dollar amounts line up.

Thanks for the guidance.

Circlical · ‎March 01, 2023

I found the culprit; something changed?

Prior, QBO would always pull the payments from the checking account by default. So if you didn't edit the dropdown, everything was in order as you recorded the payment.

Now, it seems to be pulling from "Cash on hand" by default, which was not noticed when the payment was originally filed.

Deleting the payment and recreating it from the proper account was the key to yielding a match.

View solution in original post

Trish_T · ‎February 27, 2023

Hi Circlical,

It's nice to see you in Community. Welcome back! It's important that you're able to match transactions in QuickBooks Online effortlessly, so you can reconcile your accounts with confidence. I'd be glad to assist!

Recording your GST payment is key, in keeping your books balanced. If you're seeing the option to 'Add' the transactions, I suggest reviewing the payment to ensure the dates match. Here's how;

1. Open Taxes and then Sales tax from the left menu

2. Select the Payments tab

3. Click on View in the Action column

4. Review the Payment from, Payment date and Payment amount

5. If any changes are necessary, hit Delete payment

6. Return to the Filings tab and select Record payment

7. Enter the required fields and hit Record payment

This should now show as a 'Match' in the For review tab of your Banking feature

Should you require additional assistance, please don't hesitate to contact us outside of Community. We'd love the opportunity to work with you in real-time and ensure you're able to accomplish your QuickBooks Online banking goals as soon as possible!

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Feel free to come back to Community with any other questions. We're here for you!

Circlical · ‎February 27, 2023

Thanks for the response!

At step 5, I notice that the payment date was 2023-02-13. Which is identical to the date in Bookkeeping > Transactions. The amount is also the same in both places.

It remains, however, that I don't have the option to "Match" the payment under "Action" in Bookkeeping > Transactions.

Circlical · ‎March 01, 2023

I found the culprit; something changed?

Prior, QBO would always pull the payments from the checking account by default. So if you didn't edit the dropdown, everything was in order as you recorded the payment.

Now, it seems to be pulling from "Cash on hand" by default, which was not noticed when the payment was originally filed.

Deleting the payment and recreating it from the proper account was the key to yielding a match.

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Possible to "Match" a GST payment from Bookkeeping > Transactions area?