How to match transaction that includes payroll liability + payroll expense

I'm willing to offer my time to help achieve your goal, @greg. Let me help you categorize your banking and payroll transactions in QuickBooks Online.

I understand you want to split the banking and payroll transaction under the Banking section. In your case, we can match the transaction directly to avoid duplicate transactions since it has existing payroll transactions.

Here's how:

1. Go to Banking, select Transactions, then select Bank transactions
2. Select the tile for the account you want to review.
3. Go to the Reviewed tab.
4. Select the Add column.

Since QuickBooks automatically suggests expense accounts, we can click the Add option from the right side. Once done, it goes to the Categorise tab and is ready for reconciling process.

Nonetheless, did you receive any specific error while splitting the transaction? It w be a great help if you provide us with more details.

Furthermore, you can still unmatch the transaction if you discover that categorized to the wrong account. Refer to this page: Unmatch downloaded bank transactions or move them to another account.

I'm happy to share more steps with categorizing and reconciling topics in QuickBooks Online. Have a great day ahead. 

@ChristineJoieR Thanks, but that was not a good solution for this issue. I'd suggest deleting it to avoid causing more issues for others that may find this post.

"3. Go to the Reviewed tab." -- There are options for "For Review" and "Categorized", not what you suggest.

"4. Select the Add column." -- This just adds the transaction as "uncategorized" which is the last thing I want.

We appreciate you getting back in on this thread, itsGreghere. Let's work together and ensure categorizing your banking and payroll transactions will get resolved.

As shared by my colleague, matching these entries will help us avoid duplicates in your account. Since there are existing payroll transactions, you may consider finding their match from the banking section and resolving their difference to offset and make the balance of your transaction accurate. Then, you may categorise them by manually choosing the right category if the suggested expense account option isn't associated with the transaction. To do this:

1. Go to Banking from the menu panel, select Transactions, and click Bank Transactions.
2. Click on the column for the account you want to review.
3. Select the Find Match radio button. Then, a Match transactions window will open.
4. Review and select the transaction to match.
5. Select the Resolve difference icon above the Total amount to open the Add resolving transactions field.
6. From here, enter the necessary details and select the correct associated account under the Category dropdown. 
7. Enter the amount to make the transactions balanced.
8. Review all information and click Save.

Also, I'd recommend consulting your accounting professional to guide you further in performing this process and what account would best fit when cateogrising them.

Moreover, you can check out this article to guide you in reconciling the accounts: Reconcile an account in QuickBooks Online.

We'll gladly back you up and provide further assistance for any additional questions about categorising transactions. Feel free to keep us posted so we can get you covered. Have a good one!

This does not work either. When selecting "find match" for the transaction, I only see a very short list of bills that I've entered that haven't been paid yet. Show "All" is selected. There are no payroll liabilities in the list at all (even though transactions often "match" automatically to various liabilities accounts).

Hello there, @itsGreghere. I appreciate you taking the time to perform the steps provided by my colleague above.

I have here details to share about your concern. Payroll liabilities don't usually show in the Find match section, instead, you'll only be able to see cheques. Note that you'll have to pay for the liabilities first before having them match in QuickBooks Online (QBO) Payroll. 

To ensure you'll get to match your transactions, I suggest manually creating a cheque to pay your payroll liabilities in QBO. Here's how:
 

1. In your QBO account, click on +New, then select Cheque.
2. Choose the Payee from the dropdown.
3. From the Bank account dropdown, select the account the cheque withdraws money from.
4. Complete the cheque fields you need.
5. Select Save and close to close the cheque window.

For detailed steps, kindly visit: Create and record cheques in QuickBooks Online.

Once done recording the payments, you can then match them in the Banking section.

Moreover, you also have the option to perform the steps in resolving differences to make the balance of your transactions accurate. 

Additionally, you might want to check out this article to learn what to do if QuickBooks doesn't match your bank statement at the end of a reconciliation: Fix issues at the end of a reconciliation in QuickBooks Online.

I'm looking forward to having this sorted out. Feel free to leave a reply if you require further assistance with matching transactions in QBO. I'm always around to help. Keep safe.