Matching One Unmatched Transactions to 2 Register Items

Let me share how it works in QuickBooks, Doorsystem.

You're unable to match one downloaded transaction to multiple existing transactions in the register. You can only match it to the same amount as the downloaded one. 

If these payroll liabilities have different periods, QuickBooks will create two separate checks. However, if you pay the liabilities through Create Custom Payments, you can set the date range that you want to pay. Hence, it allows you to pay in a single check.

From there, you can already match the downloaded transaction to the single check. 

Feel free to let us know if you have additional questions. We'll reply as soon as we can. Keep safe!

I'm working on the same thing, but since it's been a few years I'm not sure if features or functions have changed. I have 4 different register items for our state payroll tax after doing payroll and they need to match to one bank transaction where it came out in a lump sum. How do I match them?

I'm working on the same thing. After paying our state payroll tax, I have multiple register items for different state tax items that need to match to one bank transaction where it was pulled out in a lump. How do i match these?

Thank you for participating in this thread, blatchford. Let me provide additional information about matching your transactions in QuickBooks Desktop (QBDT).

In QBDT, you can only match transactions with the same information and bank register. Since the transactions you want to match have different bank accounts, so matching them into one transaction is impossible.

As a workaround, you can manually mark the transaction as cleared. I can show you the steps to make your transaction as cleared.

Here's how:

1. Go to Banking. Then, select Use register.
2. Select a banking account. Then, click OK.
3. Look for the transaction and mark the line item as an asterisk * under the check mark column.
4. Ensure to read the pop-up message before clicking Yes.

Additionally, if you want to reconcile your account in the future, you can refer to our article for additional help.

Don't hesitate to post in the Community if you still have concerns about matching bank transactions in QBDT. We the Community are glad to help.