Bank transactions not matching payroll or tax set up

Hello there, @KC20.

I'm here to ensure you're able to match your payroll tax payments to the downloaded bank transactions in QuickBooks Online (QBO). This way, you can keep your financial data accurate and payroll reports updated.

Based on your description of the issue above, it seems that you've recorded the downloaded payroll tax payment by adding it through the Banking page. To avoid having two entries in your bank register, you'll first need to make sure you've recorded the payment accordingly. Then, find its match from the Banking page.

Let's start resolving this issue by undoing the categorized payment. Then, once its transferred back to the For Review tab, you can match it to the existing payroll tax entry in QuickBooks. Let me guide you how.

1. Go to the Banking menu.
2. Select the tile for the account you want to review.
3. Go to the Categorized or Reviewed tab.
4. Locate the payment, then click Undo under the Action column.
5. Go back to the For review tab.
6. Find the transaction, then make sure it has the Match option in the Action column.
7. Select the downloaded transaction to expand the view. Then, review the Matching records found. 
8. If this is the correct match, close the open transaction.
9. Select Match.

To learn more about reviewing downloaded bank transactions and put them in the correct accounts, you can refer to this article for the detailed steps: Categorize online bank transactions in QuickBooks Online. It also includes details about excluding personal or duplicate transactions.

Also, I'd recommend reconciling your accounts every month. This is to effectively monitor your income, expenses, and make sure they match with your real-life transactions. You can check out this article for the step-by-step guide: Reconcile an account in QuickBooks Online. It also contains details about reviewing past reconciliations.

Let me know if you have other concerns about categorizing and matching bank transactions in QuickBooks. I'm just around to help. Take care always.

I'm having an issue matching the automatically generated tax payments to those in my banking register. I have left them in In Review, but when I click Match, the tax payments they should match with are not there. What could be the problem?

Hi there,

I'm having issues matching my automatically generated tax payment expenses to my bank account transactions. It has never been an issue before, but now when I click "match", there is nothing there to match to. What could be the issue?

I can help you sort this out, @shamashsolutions.

Let me guide you in making sure that your tax payments exactly matches your downloaded bank transactions.

First, here are some things you need to check when finding a match:

• Make sure the bank register you're looking for a match is where the expense is recorded.
• Note the date of the transactions matches.
• The description and the payee, and amount spent must also be the same.
• The transactions have been reconciled.
• The transaction entered in QuickBooks has been previously matched to another downloaded transaction.
• The transaction manually entered in QuickBooks could have a different number, amount, date or payee from the downloaded expenses.

To resolved this, let's access your account using a private browser or an incognito browser. You can use either keyboard shortcuts:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

Once logged in, you can try matching your transactions again. Here's how:

1. Go to Banking menu. 
2. Choose the Banking tab.
3. Select For Review. 
4. Review the Record found. 
5. Select the link beside the date to get more details.
6. If the match is correct, click Match.
7. You can click Find other records if the match isn't correct. 

If it works, you'd want to clear the cache of your regular browser to start on a clean slate. This process helps the browser to fetch the latest version of the webpage and a faster browsing experience. Also, you can use a supported, up-to-date browser to roll out the possibility of a browser-related issue. You can read through this article to help you manage your existing transactions through this article: Matching and Categorizing Bank Transactions. 

Once done, it's a great idea to reconcile your account monthly. This ensures your account in QBO matches your bank statement. To learn more about this process, visit this article: Reconciling An Account.

Don't hesitate to leave a comment below if you have other questions or concerns. I'm just a few clicks away.

Hello, I am having the same issue and your recommendation is not working. The IRS tax payment shows on my payroll history but I am unable to match it on the bank registry (not showing up as a possible match). This is the first time this happens. Never an issue before. 

Good morning, @MAUK. 

Congrats on making your first post here in the Community. Also, thanks for joining in on this thread. 

If none of the steps my colleague provided are working for your issue, I suggest contacting our Customer Support Team. They'll be able to use a screen share tool to review your account and see why this is happening. Here's how: 

1. Go to the Help icon in the top right-hand corner. 
2. Press the Contact Us button. 
3. Enter your question and hit Let's talk. 
4. Scroll down and select to Get a callback. 

Afterwards, you'll receive an estimated time of when they will be in touch. 

Keep me and the Community updated on how your phone call goes. It's my priority that you're able to match these transactions. I'll be waiting for your response!