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tedrostraub
Level 1

I just recently upgraded to Quickbooks Plus and ran payroll a week later. How do I get the payroll transactions to auto-match again?

I've tried manually "matching" the transactions but quickbooks doesn't recognize or have any "matches" to select.
1 Comment 1
ZackE
QuickBooks Team

I just recently upgraded to Quickbooks Plus and ran payroll a week later. How do I get the payroll transactions to auto-match again?

Thanks for becoming a part of the Community, tedrostraub.
 

QuickBooks automatically shows you if recent transactions match any records you've already entered. If one can't be found, a new record will be created.
 

Here's how they can be matched manually:
1. Click the banking transaction to expand its view.
2. Review your recommended Category. It can be changed depending on how you track this information.
3. Enter an appropriate Vendor/Payee.
4. Select Add.5. Once everything looks good, go to Expenses in your left navigation bar, then hit Expenses.
6. Use the New transaction ▼ drop-down menu and choose Expense to record your transaction.
 

I've also included a helpful video tutorial:


Next, you'll want to review your transactions after you've added/matched them.
 

If there's any other questions, I'm just a post away. Have a great day!

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