I have paid the same supplier bill in 3 payments on different days. How do I match the 3 transactions in banking now?

Let me share some information about matching bank transactions in your account, soulsby-a-e.

When connecting your bank and credit card accounts, QuickBooks Online (QBO) automatically downloads your recent transactions. Then, it will show you a match if you already recorded any similar transaction in your account. If it can’t find a match, QuickBooks will start a new record for you.

Here's how you can match the supplier's payment transactions in the Banking page:

1. Go to Banking and choose the For review tab.
2. Select the transaction to expand the view. 
3. Review the Records found. These transactions are ones you already entered in QuickBooks.
4. Tap the link next to each record to get more details.
5. Review the Deposit to field on the forms. Your transaction in QuickBooks is already in the account listed.
6. When you’re done, press Match.

Then, QBO knows the record from your bank is the same one you already entered and won’t create a duplicate transaction. For more detail about this one, see Categorize and match online bank transactions in QuickBooks Online article.

When you're done reviewing your statement, you can now reconcile them so they would match your actual bank and credit card statements. You can also check out our Resource Centers for tips on how to use QuickBooks at its optimum:

• Banking Center
• Reconcile your bank account with QuickBooks

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. You have a good one. 

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@RCV wrote:

Let me share some information about matching bank transactions in your account, soulsby-a-e.

 

When connecting your bank and credit card accounts, QuickBooks Online (QBO) automatically downloads your recent transactions. Then, it will show you a match if you already recorded any similar transaction in your account. If it can’t find a match, QuickBooks will start a new record for you.  MCDVOICE

 

Here's how you can match the supplier's payment transactions in the Banking page:

1. Go to Banking and choose the For review tab.
2. Select the transaction to expand the view. 
3. Review the Records found. These transactions are ones you already entered in QuickBooks.
4. Tap the link next to each record to get more details.
5. Review the Deposit to field on the forms. Your transaction in QuickBooks is already in the account listed.
6. When you’re done, press Match.

Then, QBO knows the record from your bank is the same one you already entered and won’t create a duplicate transaction. For more detail about this one, see Categorize and match online bank transactions in QuickBooks Online article.

 

When you're done reviewing your statement, you can now reconcile them so they would match your actual bank and credit card statements. You can also check out our Resource Centers for tips on how to use QuickBooks at its optimum:

• Banking Center
• Reconcile your bank account with QuickBooks

 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. You have a good one. 

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Usually I never comment on blogs but your article is so convincing that I never stop myself to say something about it. You’re doing a great job Man, Keep it up.

Hi, @pobitejhd. 

Thank you so much for the kind words. We appreciate you taking the time out to share your experience with us. 

For future reference, check out this article about managing your account: Help Articles

You can always ask any questions here in the Community. Were's always here to answer your questions. Take care!

THANKS 

Thanks

Thanks

thanks

Having Same Problem. Does QuickBooks automatically send W2?

I am using Core, Premium, Elite, Full Service, or Assisted Payroll.

Intuit will print and mail employee W-2s for you automatically.?

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Allow me to share some information about your employees W-2's and guide you on what to do, Pearl189.

Sending your W-2 forms to the appropriate agencies and copies to your employees depends on the payroll product you're using. If you have QuickBooks Online Payroll Core, Premium, or Elite with automatic tax payments and filings turned off, you'll need to e-file your W-2s. When you e-file, your W-2s are sent to the SSA and state agencies.

Once done you can print your W-2 forms and send them to your employees by January 31. Your employees can also view their W-2s online in QuickBooks Workforce. To get a copy form QuickBooks Workforce, follow the steps below:

1. Go to W-2 menu.
2. Select the W-2 copy that you want to view or download (and then print).

For more information about your employees' paystubs, W-2 in QuickBooks Workforce, read this article for your reference: View Your Paychecks and W-2s in QuickBooks Workforce.

In addition, learn from these articles about the most frequently asked questions about W-2 and how to manage tax payments and form filings.

• Get Answers To Your W-2 Questions
• Manage Automatic Tax Payments and Form Filings

Reach out to us if there's anything else that you need about W-2s. Remember we're here to further assist you. 

Identify the transactions: Review your banking records to identify the three separate payments made to the supplier.Verify the amounts: Confirm that the amounts of each transaction match the amounts of the payments made to the supplier. Target Card Balance Now

Great.