Payrol Duplications

Thank you for contacting us, Billie-Sue.

I'm here to help match your payroll transactions in QuickBooks Online.

You can start by making sure those entries on your For Review tab have the same category with the ones on your bank.  

You can also check the following criteria that could prevent the program from matching those entries: 

• Verify that the transaction has not been reconciled.
• Verify the transaction was entered using the same bank account.
• Make sure those payroll entries have not been previously matched to another bank downloaded transaction.

Once verified, you can select the Find Match option to look for your payroll transaction already posted on your bank register.

If you're still unable to find the match, you have the option to Exclude the transactions instead of matching them. This will simply move the transactions out of the For Review tab, and won't impact your books since you've already recorded the payment. 

Let me show you how:

1. Go to Banking on the left navigation panel.
2. Use the boxes on the left to select the deposits. 
3. Go to Batch Actions, and choose Exclude Selected. 
   

Feel free to read through this article: Categorize and match online bank transactions in QuickBooks Online. It has a video tutorial, detailed steps, and screenshot for your guidance.

Stay in touch if there's anything else you need concerning payroll. I'm always right here to help.

All versions are automated and full service so they should match.  Look to see if she has more than one bank account. 

Also look to see if she is using QBO payroll properly.  Do a zoom meeting with her and watch her workflow. Something is off about it.

Lynda