In the past, payroll expenses auto matched to the QB payroll record, but now it is not syncing up and is double counting each paycheck. How do I fix this?

Hi there, @goldenheartcanin. I'd be delighted to help you categorize those transactions properly.

You can use the Find Match tool to match it with the payroll record. There are a few ways to find what you're looking for. You can select a specific transaction type and period to narrow down the results. You can also use the Search field to locate transactions by amount, reference number, or memo. 

Here's how:

1. Go to the Transaction menu and select Banking.
2. Select the tile for the account you want to review.
3. Navigate to the For Review tab to start your review.
4. Select the expense to expand the view.
5. Select Find match.
6. You can use filters/search to locate transactions. Remember to use a dollar sign or decimal point when searching for dollar amounts.
7. Select the matched transaction.
8. Click Save.

Additionally, bank rules in QuickBooks Online are a marvel and can save data entry time. It helps automatically categorize and add transactions for you. You can create a rule and make sure to select the correct category.

Lastly, you can exclude duplicate transactions. Follow these steps if they're showing in the For Review tab:

1. Select Banking or Transactions on the left menu.
2. Select the affected bank account, then in the For Review tab, tick the duplicate transactions. 
3. A black box will appear at the top of all transactions, showing how many are selected. Select Exclude.
4. To permanently remove these transactions from QuickBooks, select the Excluded tab, then select the tick box to the left of the Date column to tick all transactions. Select Delete.

Otherwise, if they're already categorized or matched, follow these instructions:

1. Select Banking or Transactions on the left menu.
2. Navigate to the Categorized tab and tick all the duplicate transactions.
3. A black box will appear at the top of all transactions, showing how many are selected. Select Undo. This will move them over to the For review tab.
4. Navigate to the For review tab and tick the duplicate transactions.
5. In the black box at the top of all transactions, select Exclude.
6. To permanently remove these transactions from QuickBooks, select the Excluded tab, then select the tick box to the left of the Date column to tick all transactions. Select Delete.

Feel free to read this article to learn more: How to Set and Use Banking Rules for Downloaded Transactions.

For more in-depth information about bank feeds in QuickBooks, refer to these articles:

• Tips for Working in QuickBooks Online’s Bank Feed: Matching Transactions
• Categorize and match online bank transactions

Fill me in if you need any further assistance while working with bank feeds. I'm always here ready to help. Have a wonderful day.

Hi Liera,

I have same issue. Some bank feed payroll transactions matches the direct deposit. All the payroll expense wage and taxes are automatically recorded as expense with detail cost. And I do not know what to do with the many not-categorized bank transactions related to payroll wage and tax. and When I do match. It did not find any journal entry.

I called support. No one knows what I am talking about.

Please help

Jiang

Let's make sure to sort this out so your payroll transactions are accounted for properly, Jchen12.

If you run the payroll in QuickBooks, you need to match the downloaded banking transactions to the paychecks and not to the journal entry. 

You can follow the steps given by Liera on how to look for a match. You can also exclude the downloaded in transactions if the payroll transactions are already counted in your Profit and Loss report. Here's an article as a guide: Exclude A Bank Transaction You Downloaded Into QuickBooks Online.

I can also see that you've previously reached out to our payroll support team about this issue. However, I would recommend reaching out to them again. The next agent that will receive your call will be able to check the case documentation from your previous call and check for more options. 

Allow me to share these articles with you which you can use as additional references in the future :

• Unmatch Downloaded Bank Transactions or Move Them to Another Account
• Undo or Remove Transactions From Reconciliations in QuickBooks Online

Please know that the Community is always willing to help you again if you need anything else. Just reach out to us and we'll be happy to offer our assistance anytime of the day.

Thanks for your respond. My question is there is nothing to match for the payroll transactions. See attached. And payroll cost already posted. I am very uncomfortable exclude the cost manually. Try to figure out what went wrong. I have 5 different company accounts for payroll. Some works great. Just click match. Some has nothing.

I called Payroll. Talked to 3 different rep. 1 told me exclude those. 1 transfer to me to someone has no clue. 1 just told me how to exclude. Already spent hours on the phone and go nowhere.

Thanks for respond. The problem is nothing to match see attached. Hesitate to do all exclude.

Called payroll 3 times. No luck. spent hours.

Appreciate the update, @Jchen12. I want to ensure you can match these payroll transactions.

Categorizing downloaded transactions is just a few clicks as long the name, amount, and date are the same as the existing entries. Let's manually look for all your payroll transactions and match them. I'll show you how.

1. Go to Transactions.
2. Select Banking.
3. Choose any of the downloaded payroll transactions in question.
4. Click Find match.
5. Enter the amount or choose the date of the existing payroll transaction.

I'm adding this article to learn more about matching transactions: Categorize and Match Online Bank Transactions in QuickBooks Online.

You may also read this reference so you're able to review your credit card account in QuickBooks to make sure it matches your credit card statements: Reconcile an Account in QuickBooks Online.

Let me know in the comments below if you've got questions other than matching your downloaded transactions. I'll be here ready to lend a helping hand. Have a good one!

Thanks for your respond. Would you check my attachment? After I click match, there is nothing return.

I attach the issue again.

Hi there, Jchen12.

Thank you for coming back to the thread to add some details about your concern. With this, I'll be sharing details to ensure you'll be able to match or categorize your transactions in QuickBooks Online.

When you select transactions in the Bank feed to choose Find match and entries are missing from there, there are the following criteria that you'll have to check that might prevent the program from matching the entries. These are:

• Verify that the transaction has not been reconciled.
• Verify the transaction was entered using the same bank account.
• Make sure the QuickBooks Online transaction has not been previously matched to another bank downloaded transaction.

To confirm those details above, I recommend going to the Bank Register on the Banking page. Then, locate or review each entry and there will be a check column from there. If they've been matched, it shows C that represents cleared and an R will signify that it's reconciled. Both of these will prevent a transaction from being able to be matched.

Additionally, if mentioned transactions are in the register and missing on the Find match section, I recommend logging in to your QuickBooks account using a private browser. Then, categorize your bank transactions from there. This is to rule out the possibility of a webpage issue, and private browsing doesn't store local files or cache.

Use these keyboard shortcuts based on the browser you're using:

• For Firefox or Microsoft Edge, press Ctrl + Shift + P.
• For Chrome, press Ctrl + Shift + N.
• For Safari, hold down Command + Shift + N.

If it works in incognito, I recommend clearing the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. You can check this article to see the steps: Clear cache and cookies to fix issues when using QuickBooks Online.

If the steps above didn't work, use another supported browser as alternatives.

Lastly, you may open this article to view various banking errors and how to fix them: What to do if you get a bank error or can't download transactions in QuickBooks Online.

Let me know if there's anything else you need help with categorizing transactions. I'm always here to help you anytime. Take care and keep safe!

Thanks ChristieAnn,

I have multiple companies and has its own Quickbook. 2 books work. the others do not. I am questioning it maybe some setting issue. I started all quickbook payroll this year (2021).

Bank feed:

• Verify that the transaction has not been reconciled.  ---- Did not do reconciled yet.
• Verify the transaction was entered using the same bank account. It is
• Make sure the QuickBooks Online transaction has not been previously matched to another bank downloaded transaction. NO

Clear Cache

          did this many times with different browsers. Chrome, firefox, microsoft edge. And clear the cache also.

Bank register:

           all the entries are Space, C and one R for the open balance.

Thanks again. Let me know what else that I can try.

Jiang

Hello, Jchen12. 

We want to make sure this is taken care of by the correct department. While the steps provided by my colleagues didn't remove the problem, the best team to help you out with this is our Customer Support team. They can check your account and provide additional troubleshooting steps or get this escalated for a fix.  

Here's how:

1. Go to the Help menu in QuickBooks, then choose the Search tab.
2. At the bottom click on Contact us. 
3. Enter the keyword in the What can we help you with? box.
4. On the next screen, scroll down to How would you like to connect with us section.
5. Choose your preferred contact option. 

I want to make sure your issue gets prioritized, so I'm including this resource for the support hours. It has times when support is available, depending on your type of subscription. Just go to the QuickBooks section of this article for more info: Contact QBO support. 

We appreciate your patience with this concern. If you have other concerns in QuickBooks that needs immediate attention, please tag me anytime. I'm always right here to help you. Stay safe!

Hello Jchen12, 

Did you get a resolution to your problem.  I am dealing with the same issue as you and have called support multiple times without any positive outcome.  I even went to a CPA and he was also puzzled by it.  Could not give me guidance to move forward. 

If you were able to solve it, please post it or reach out to me.  I have been trying to solve the same issue for multiple days now.  

Any helps would be appreciated it.  

the issue is Quickbook payroll is posting into quickbooks the gross wages so it cannot match with the bank feed which show the net wages. not sure how to fix that though

I am having this same issue, I've called accounting twice and quickbooks online once.  Did anything figure out how to solve this, or have you been manually 'excluding' all payroll wages bank transactions? 

Thanks for joining us here in the Community. I understand that you are facing some difficulties in matching payroll checks in QuickBooks Online (QBO). 

QuickBooks mainly relies on the transaction amount and date when searching for a potential match in the online banking window.

To accurately match and categorize downloaded payroll transactions in QuickBooks Online, it's crucial to verify that the correct bank account is selected.

Follow these steps to check if the correct bank is assigned for payroll transactions:

1. Go to the Gear icon and select Payroll Settings.
2. Click the Edit ✎ icon next to Accounting. 
3. Proceed to the Bank account section and click Edit ✎.
4. Select the right bank and click Save.
5. Click Done.

I would also recommend reaching out to our payroll support once again in case you're still unable to match the transactions even if the account mapping is already correct. They'll be able to take a look at your payroll settings to determine why can't match payroll transactions anymore.

Let me also share these articles for more guidance and references:

• Change Your Accounting Preferences In QuickBooks Online Payroll
• Change Your Payroll Bank Account

Don't hesitate to reach out to us if you require any further assistance, annmarie2020. We're always here to help and are just a message away.