6 Bills were entered, paid and cashed individually. They should have been entered as a split transaction. How do I go back and correct? Thank you

 I've got you covered, skotzko.

I'm here to help you correct these transactions without delay.

To clarify, did you record one bill payment in QuickBooks, which was cashed individually and downloaded as separate transactions? If that's the case, then we'll need to delete and recreate the lump sum payment, so we can match it to your downloaded transactions. The steps below will you through that process:

To delete the payment

1. Click Expenses in the left navigation menu.
2. In the Expenses tab, find the Bill Payment, then click the drop-down arrow under the Action column.
3. Choose Delete.
4. Click Yes.

To record individual bill payments

1. Click the Plus (+) icon, then select Pay Bills.
2. Enter the correct Payment account and Payment date.
3. Select the bill that needs to be paid.
   - Make sure to just select only one of them.
4. Click Save and close, then repeat these steps for the rest of the bills.

We're almost done. Now, we just need to match these transactions to each other, here's how:

1. Click Banking in the left navigation menu.
2. Select the downloaded transaction, then Find match.
   - However, if QuickBooks automatically found the match for you, then just click the Match link under the Action column.
3. Change the From and To dates if necessary.
4. Select the Bill, then Save. Repeat these steps for the rest of them.

I'm also including these detailed guides, for more insight about these processes:

• How to void or delete transactions
• How to enter and pay bills
• Assign, categorize, edit, and add your downloaded banking transactions

That should do it! With these resources, I'm confident that you'll be able to correct this in no time.

Please know that I'm always here to provide further assistance and answer any questions that you may have, I want to ensure your success. Thanks for coming to the Community and take care.

Hi Aldrin,

Thank you for responding to my question so quickly.  I probably wasn't very clear on what happened.  6 employees were give bonus checks cut from our office, unfortunately payroll sent the corresponding taxes withheld, amount after taxes etc. after the fact.  How would I match the 6 checks entered from the office with the corresponding payroll register?

Thanks for your help,

Kim

Hi there, @skotzko.

Let me help you match your transactions and correct your records.

There are two possible scenarios that I can think of.

To clarify, did you manually cut a check but didn't record it in the payroll section? If so, what you can do is run your payroll that corresponds to the checks that you've given to your employees.

After doing so, you can manually Find match those check amounts on the Banking page.

However, if you've recorded both payroll and manual checks, I suggest deleting the manual checks. Then, let's keep the payroll checks because they accurately track wages and taxes related to the employees' pay.

Here's how:

1. On the left panel, click on Expenses.
2. Find the manual checks you've created.
3. Under the Action column drop-down, click on Delete.
4. Select Yes on the pop-up.

Feel free to read this article for more information: How to Enter, Edit, or Delete Expenses?

Please leave a comment below if you have other concerns. Have a great day!