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I’m here to help so you can match your transactions successfully in QuickBooks, @channum.
Cached data might be the reason why the tax payment didn't show up. Please know that once the browser's cached files have issues, QuickBooks functionalities may get affected. You can perform some troubleshooting steps to get this fixed.
First, open your QuickBooks Online account in a private or incognito window for testing. Refer to the shortcut keys below for quick navigation:
Once logged in, try to locate the tax payment and match it to your bank transaction. You can use the Find match option and All filter. If it works, get back to your main browser and clear its cache. Doing this helps the program run smoothly. You can also utilize other supported browsers as an alternative.
Here's a reference that ensures everything is accurate and balanced: Learn the reconcile workflow in QuickBooks. It includes steps to edit and fix reconciliation issues.
Don't hold back to drop a comment below if you have any other questions or concerns besides matching transactions. I’ll be here to help. Take care always!
Hi MadelynC,
Thank you for your help, but it didn't work. The tax payment does not show up when I do the 'find match'. The filter is on show 'all' but it is not there. The odd thing is that I was able to match the CA tax payment which was made the same day. This Fed tax payment is just not showing up and I can't balance.
Thank you MadelynC, but I wasn't able to find the Fed tax payment match that way either. The odd thing is that I was able to match the CA tax payment that was made the same day, but for whatever reason, this Fed tax payment is nowhere to be found.
Thanks for the additional details, channum.
I'd like to give some information why you're unable to find the transaction.
There are a few possible reasons why the program is unable to find any possible matches to your downloaded transaction. Here are the following:
Let's check your bank register to see if the payment is manually cleared. Then change the status if necessary.
Here's how:
In addition, you can check the tax payment details by going to Taxes > Payroll tax > Tax payment history.
Furthermore, if the tax payment is manually cleared in your bank register, you have the option to exclude the downloaded transaction from the Banking page and leave. Then, reconcile the account when you're ready.
I'm also adding this article to help with categorizing and matching your other bank transactions: Categorize and match online bank transactions in QuickBooks Online.
Stay in touch with us if you have any additional questions regarding the steps I've shared above or other concerns in your account. I'll be right here to help you out some more.
I'm on the same boat and it is not matching, It seems like you can not match expenses from the bank feed to Tax Payments made in QBO. I'm thinking I might have to do a Journal entry to match the expenses with the liabilities, which was what I was trying to avoid, the only thing I can do now is exclude them. But I wish we could just match them.
Thank you for choosing QuickBooks for your business, adriana. I'll gladly help you categorize your tax payments in QuickBooks Online (QBO).
Beforehand, matching expenses to a liability transaction is possible in QBO.
That said, seeing as how you've finished entering the tax payment into QBO. Check the bank register to determine if you paid this to the bank account associated with your company file using the same bank account. You can achieve this by following the instructions below:
Once validated, return to the bank feeds and use the Find Match option to search for a match of this that will allow you to assign it to the appropriate account. This is how:
Otherwise, you can Exclude this tax payment from the bank feeds. Then manually clear this from the Bank Register. To do that, go back to the bank register and Click the checkbox until it is changed to C.
Moreover, you'll want to set up bank rules in your company file. This way, Quickbooks will automatically categorize the tax payments that are cleared from your bank.
Feel free to post your concerns if you have further clarifications with sales tax payments. Have a good one!
Great. I followed the instructions to a "T" now the payment is gone. Does not show up in QBO anywhere.
The tax side is completely locked. I was hoping to delete the whole fiscal year on sales tax and start the tax process over. But..QBO Message" This tax filing transaction was created by the system and can't be edited!"
Payment set to land on the 19th. Next day my office manager hit "match" the DoR check from the bank to the DoR (Only DoR location) for that billing. The check cleared on the 20th from the bank. QBO is totally lost because a multi-thousand dollar check exact to the penny showed up a day late.So the payment was deleted through the "Chart of Accounts" process and now its gone completely? THAT SHOULD NEVER HAPPEN. It should always fall back to the location it was generated from in the central bank it originated from. We now have 2 missing major tax payments somewhere in the system.
Is the number floating somewhere in the system? Is it offsetting another critical balance? It should never disappear if it was obtained and recorded through the bank. It should always go back to its point of origin. Therefore I am sure it is messing up another account somewhere.
Likely I will spend the next 2-5 days trying to analyze what went wrong.
Thanks for sharing your situation on this thread, and I wish you didn't have to go through that, @muenstermann.
Let me make it up to you by making sure this gets investigated further.
We can utilize the Audit log to check those missing major tax payments. Additionally, it keeps track of your activities in the audit log to see who made changes to your books and what they did.
Here's how:
If it didn't show, use the Advanced Search feature to locate the missing transactions. For detailed steps, please see this article: How to search for transactions in QuickBooks Online.
If issue persists and tax payments aren't showing in your account, I recommend contacting our support team. They have more tools to review your account and help record the payments.
Here's how to reach them:
I'm also adding this articles you can utilize to help manage your tax payment and filing in QuickBooks:
Let me know how it goes, and feel free to get back to this thread if you have further concern with finding missing tax payments in QuickBooks. I'll be around to help you out. Stay safe!
Did anyone get an answer for this? I just spent an hour and half on phone with a quickbooks team member and they were not able to help. I am having the exact same problem and have already done everything listed above.
Did anyone get an answer to this? I just spent an hour and half on phone with a quickbooks team member and got no answer besides "its the bank". Tried everything listed above and no answer. This is frustrating. The epayment is created by quickbooks so it should match.
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