Credit card

@brittanyhyde 

The payments made for sales tax should have your sales tax liability account assigned to it and the payments made to your credit card should have your credit card liability account assigned to it.  That reduces the liability balances.  What accounts are assigned to the payments?  

Hello there, @brittanyhyde.

Thank you for bringing this to our attention. I appreciate the importance of accurate financial records and would be happy to provide insights into which accounts are currently assigned to these payments for verification and any necessary corrections. 

I acknowledge with the insights provided by Rainflurry. I recommend that you review the accounts related to your credit card liabilities and sales tax payments. If you identify any discrepancies, please make the necessary corrections to ensure that the liability balance is effectively reduced.

You can check out this article to classify your transactions: Categorize online bank transactions in QuickBooks Online.

Additionally, you can set up a bank rule  for automatic categorization. If the transactions are already in QuickBooks, you can match them, add new ones, or view multiple matches. Once categorized, they will appear in your bank register, so ensure your filters are accurate.

Before we wrap up, I suggest you explore QuickBooks Live Bookkeeping to streamline your accounting, maintain precise financial records, and access professional support. This could free up valuable time, allowing you to concentrate on expanding your business.

Please don’t hesitate to reach out if you require additional help with your bank transactions. I’m here to support you.

Thanks! I figured out the sales tax (incorrectly categorized) and I think I've narrowed down the three credit card payments that are the issue. I'm 99% sure they are duplicates, is there a way I can just delete them?

Thanks for following up with the Community, brittanyhyde.

Sometimes you may want to keep a downloaded transaction from going into your company expenses. In these instances, you can exclude it if necessary. Before excluding a downloaded transaction, be sure to confirm it's the appropriate thing to do for your accounting.

After a transaction's been excluded, it won't appear in any account registers or financial reports. Depending on the type of transaction, this may make it easier or harder for you to reconcile an account.

If it's a duplicate transaction of one you've already recorded in your books, you can proceed with excluding it if necessary.

Here's how:
 

1. In the left navigation bar, go to Transactions, then Bank transactions.
2. Access your For review tab.
3. Choose which transaction(s) to exclude by ticking their checkboxes.
4. Select Exclude.

If you accidentally exclude the wrong transaction, you can access your Excluded tab, pick which transactions you want to restore, and select Undo. This will send them back to your For review screen.

I've also included a detailed resource about working with bank transactions which may come in handy moving forward: Exclude a bank transaction you downloaded

Please don't hesitate to send a reply if there's any additional questions. Have a great Tuesday!