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Buy nowEach payroll I enter multiple salary and tax accounts in a split ACH bank transaction. I have set up a recurring expense template for it. When the payroll comes through the bank transactions, how do I get to the template and have it match with the bank transaction?
Hello there, lmyoung1985. Yes, you can use a recurring expense template with split categories for payroll ACH transactions in QuickBooks Online (QBO). Ensure your recurring template is set up correctly to achieve an accurate match.
If the amounts remain the same each time and the template is set to Scheduled, QBO will automatically create the split expense in your bank register on the specified date. However, if the amounts change, you will need to edit and update the split amounts for that particular pay period.
When the ACH expense appears in your bank transactions, QBO will check the date and the total amount. If the total of your split expenses matches the total of the ACH transaction, the row in the bank feed will turn green, and you will see 1 Match Found.
For more detailed steps on this process, please refer to the article: Create recurring invoices and other transactions in QuickBooks Online.
If you have any further questions about QuickBooks, please feel free to reach out through this thread.
Hi lmyoung1985,
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Please let us know if everything is now working as expected or if you’re still experiencing any problems.
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