Banking

Good day, VanM.

You can match a single bank transaction with multiple payroll entries in QuickBooks. Just make sure the status of those e-transfers is C (Cleared) in QuickBooks.

If they're showing R (Reconciled), clear them out so you can match them with the payroll check. Here's how:

1. Go to Bookkeeping or Accounting, then select Chart of accounts.
2. Find the account where you post those e-transfers, then select View register.
3. Find the transaction. If the transaction is reconciled, you’ll see an “R” in the checkmark ✔ column.
4. Select the transaction to expand the view.
5. From the checkmark ✔ column, click the box with the “R” until the box is blank or C. This removes the transaction from the reconciliation.
6. Click Save.

Once done, go back to the Banking page and match bank transactions.

If you need help reconciling your bank accounts, feel free to use this article as a reference: Reconcile an account in QuickBooks Online.

Let me know if you have additional questions about matching bank transactions. I'm always right here to provide the information that you need.

Hi @MaryLandT ,

They have not been cleared from the banking transactions list as it is not finding its match and currently sitting uncategorized - How do I match the 2 transactions to the payroll check?

I know a way to clear your transaction list, VanM.

There isn't a direct way to match a single paycheck to multiple bank transactions in QuickBooks Online. As an alternative, you can utilize the Resolve difference feature to clear those two e-transfer transactions. I'll show you how.

1. Go to the Banking menu.
2. Select the For review tab.
3. Click the e-transfer transaction.
4. Choose Find match.
5. Turn on the Resolve radio button.
6. In the Add resolving transactions section, select the correct employee in the Payee dropdown and ensure to choose the right category from the Category dropdown.
7. Once done, hit Save.
8. Repeat the same process for the other e-transfer transaction.

Once it's clear, you can reconcile your account to ensure QuickBooks balances matches your bank or credit card statement balance. I've added this article for your reference: Reconcile an account in QuickBooks Online.

Should you have any concerns about bank feeds, lay down some details below. I'm always here to help.