Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
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
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!

Need to get in touch?

Contact us