Payroll not being recognized as payroll in Quickbooks - Started 9-1-2022 - now its all uncategorized UC FL Fund

Let's make sure to fix this so payroll is automatically matching, JrBacon.

In general, this happens when the bank account name in the chart of accounts is different from that in Payroll settings. Making payroll checks posted to a different account.  You'll have to make sure that the bank account set up in your chart of accounts is correct. This is important so that your payroll transactions post to the correct account. Here's how:

1. Select Settings ⚙ and then Chart of Accounts.
2. Select 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:
   • 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.
   • 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. When you're done, select Save and Close.

Then, ensure to choose the correct bank account to be used with the payroll service. To do this, follow the steps below. 

1. Go to the Gear icon or Settings ⚙, and then select Payroll Settings.
2. From Bank Accounts, select Edit ✎ to change.
3. Select Update.
4. Select Add new bank account.
5. Search your bank name. You may be asked to enter your online banking user ID and password. Otherwise, select Enter bank info manually. Enter your routing and account number, then select Save.
6. Select Accept and Submit.

To give you more details on the setup, you can take a look and double-check using this article: Change Your Payroll Bank Account. Moreover, after categorizing your payroll transactions, you may also need to review your account to make sure they match your bank and credit card statements. To learn more about this process, go through this article for your reference: Reconcile An Account In QuickBooks Online.

Drop a line if you have any concerns with payroll. We're always here to help.

Hi,

So let me give some background, quick background. When this happened last month, I explained to the person in chat, that I had renamed my primary account.

I did so, so when my accountant was doing expenses, it would always be listed first. I tried to explain to him, that by me changing the name, NOT by changing the account, that it is what caused the issue. He called me a liar and said I set up the account wrong...

An account I was using for 11 months with no issues, until I renamed it. I did a big write up on the bug and sent it in. NOTE: for others, even though there is an option to rename your account in QB, PR for QB actually uses the "string" name to compare and so does QB when it gets stuff posted by Payroll...This is a bad model. Anyway...

However, since then I have not renamed the account, it is what it is after I reproed the bug for Devs on your side and left it alone.

At this point the Name in Payroll settings and Chart of accounts is the same to the letter and space.

If what you are saying will fix it, I'll do it, but it doesn't make sense(not your fault), simply after I found the bug, and left it alone, I figured I was done...

I will reach back out when I can. Right now its locked saying im pending transactions so it wont let me do anything in Payroll.

Cheers,