QB Payroll and matching Bank Transactions

Hello there, @liviamonteforte.

I'm here to help match your payroll in QuickBooks Online (QBO).

If you've run payroll in QBO, make sure to not create any expenses. If the wages of the employee show up on the Banking page, do a Find Match and look for the employees's paychecks.

To make a match, QuickBooks looks at the following:

• Check numbers: If these match, the transactions may match.
• Amounts: If the amounts are the same, the transactions may match.
• Dates: If the transaction was recorded in QuickBooks within a few days of it clearing the bank, the transactions may match.
• Payees: If the payees are the same or if the payee in the downloaded transaction has a renaming rule to a name in QuickBooks, the transactions may match.

To check the transactions under the register:

1. Go to the Gear icon.
2. Select Chart of Accounts.
3. Select the specific Bank and click View Register.

After, go to the banking area and find match.

For additional reference, you may check this article: Add and match Bank Feed transactions .

Stay in touch if you have any other concerns, we're always here to help. Have a great day ahead!

quick books is not matching the direct deposit for payroll.  It finds nothing.

Hi there, patrebbAWF1.

Thanks for joining this thread. Allow me to help and provide some insights about matching payroll and banking transactions in QuickBooks Online (QBO).

QBO will not automatically match the direct deposit payroll since the transactions downloaded from your bank is a whole amount of your Direct deposit. While in the bank register, it will post each paycheck amounts. 

To match both transactions, you can follow the steps provided by my colleague Angelyn_T on her post. 

For additional reference, you can check this article: How to add and match downloaded banking transactions.

If you need further assistance with the steps, I recommend calling our QuickBooks Online Support Team. They have additional tools to pull up your account and do a remote session. 

Here's how you can contact our phone support: 

1. Go to: Get help with QuickBooks Online.
2. Click the contact us link. 
3. Select the Search for something else, and type-in Customer Support. 
4. Click Search.
5. Scroll-down and click Get Phone Number. 

If you have any other questions about matching transactions, don't hesitate to leave a comment below. Have a good one. 

where is "the Banking area" you are instructing us to go to in order to find a match "after" looking at the transaction?

Thanks for joining us here, spurbecksgrocery. Allow me to help with your question about payroll transactions in your bank register.

You can go to the Banking or online banking window to match the paychecks. Here's how:

1. Go to the Transactions menu and select Bank transactions.
2. Proceed to the For review tab.
3. Look for the paychecks and click Match.

You can also refer to the screenshot below or use this article as a guide: Match Online Bank Transactions in QuickBooks Online.

 Additionally, it's important to ensure that you have assigned the correct bank account for payroll transactions. Here are the steps:

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.

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 drop by the Community again if you need anything else, spurbecksgrocery. We're always here to make sure everything is taken care of.