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JulieA
Level 1

My November State Withholding payroll tax is recorded in Payroll Tax as paid but not showing up as recorded in my checking account.

 
3 Comments
MaryLandT
QuickBooks Team

My November State Withholding payroll tax is recorded in Payroll Tax as paid but not showing up as recorded in my checking account.

Let's find out which account your state withholding payroll tax payment was posted, JulieA.

 

You can find the transaction to check how you recorded it and what accounts were affected. I'll provide you the steps in locating the payment:

 

  1. Click the Magnifying Glass at the top right.
  2. Select the desired transaction.
  3. If the transaction you're looking for doesn't appear on the list, select the Advanced Search.
  4. Then, click Add Filter.
  5. Open the payment.
  6. Click More, then Transaction journal.
  7. From there, check under the Account column to know where the payment is posted.

Once done reviewing it, go back to the transaction and change it to the correct account.

 

You can also check your checking account's bank statement. It's possible the payment wasn't downloaded or sitting on your Banking page.

 

That being said, you need to proceed to the For Review tab and find the missing tax payment. Then, categorize and add it to your checking account.

 

If you're still unable to find the state tax payment, you can manually enter an expense to record it. This will help ensure you have accurate records on your books.

 

Let me know if you need additional information about locating the state tax payment. I'll be right here to help you.

JulieA
Level 1

My November State Withholding payroll tax is recorded in Payroll Tax as paid but not showing up as recorded in my checking account.

I had to delete it and reenter.  I believe it was entered as mark as paid instead of record transaction

MariaSoledadG
QuickBooks Team

My November State Withholding payroll tax is recorded in Payroll Tax as paid but not showing up as recorded in my checking account.

Another reason why the tax payment isn't showing up as recorded in your checking account is you may have selected a different account for the payment, JulieA.

 

You'll have to make sure that you have selected the correct bank account when making the tax payment. If you haven't set it up yet in your chart of accounts, this is important so your payroll transactions post to the correct register in QuickBooks.

 

To do this, you can follow these steps:

  1. Click the Gear icon, then select Chart of Accounts.
  2. Click New to create a new account.
  3. In the Account Type ▼ dropdown menu choose Bank.
  4. In the Detail Type ▼ dropdown, select the type of bank account.
  5. Give your new account a name. You can use the info under the detail type to add a name that fits.
  6. Optional: Add a description.
  7. If you’re adding a sub-account, select Is sub-account and then enter the parent account. If you need help, learn more about parent accounts and subaccounts.
  8. In the When you want to start tracking your finances from this account in QuickBooks ▼ dropdown, select a time period. Or select learn more about opening balances:
    1. Select Today if the account you're tracking is brand new as of today. In the Account Balance field, enter the amount in the account as of today.
    2. If you started the account on another date, select Other. In the Select a date field, enter the date you want to start tracking transactions in QuickBooks. In the Account Balance field, enter the balance of the account for the date you choose.
  9. Click Save and Close.

Please check this article for more information: Change Your Payroll Bank Account.

 

After reviewing if you have chosen the correct account, you can categorize and match them with transactions you've already entered into QuickBooks. 

 

If there's anything that you want us to help with, let us know so we can get back to you. We're just a few clicks away in case you need further assistance.

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