My direct deposits are appearing twice: once as a DD and once as a debit from QB. How can I fix this?

This is exactly what I was looking for! Thank you!

When I do this, the payment does not appear under Banking at all in order to be categorized which is a problem. Is there a way to ensure that it does?

Let me add a few information, Alishah1.

QuickBooks Online is a portal. We're dependent on what your bank shares with us. Having said that, you'll want to reach out to your bank to ensure these transactions get downloaded. 
 

Once they are, you can categorize the transactions on the Banking page.

If there's anything else that you need, feel free to let us know. We'll be around to help you. Take care!

They did download from the bank. The direct deposits made through QB are not listed. They usually have been. Last month is the first time that this happened. When I categorize the payments from the bank, it creates a duplicate payment under "other" vs. DD. Hope this makes sense. 

Hey there, @alishah1.

Thanks for following up with us. 

I appreciate you providing some extra details. I recommend refreshing your bank connection. You can do this by disconnecting and reconnecting the bank feed. I've included some steps below to help you out. 

Before we proceed with the process, make sure to add and match all the pending transactions in the Banking page. Please take note that disconnecting the automatic online banking updates will delete any transactions in the For Review tab.

After that, follow the steps below to disconnect the account:

1.    Go to Banking on the left pane, then select Banking at the top.
2.    Choose the account you want to change, and then click Edit (pencil icon).
3.    Click Edit account info.
4.    In the Account window, check the box next to Disconnect this account on save.
5.    Hit Save and Close.

Now we are ready to reconnect. Here's how: 

1. Here's how:

2. Go to your bank's website and log in to your account.
3. Copy the URL.
4. Log in to your QuickBooks Online (QBO) account.
5. On the Banking page, click on Add account.
6. In the search field, paste the bank's URL.
7. Under results, click on the bank
8. Enter your username and the updated password.
9. Click on Connect.

You can also check out this article for visual guide: How to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QuickBooks Online.

That should do it. Please let me know if you have any questions or concerns about this process. Take care! 

Hi Tori, thank you! I disconnected and reconnected the account. Unfortunately there is no change. Is there any way to "match" the QB transaction to the one that came through from Navy Federal? When I select "Find Match" under Categorize nothing comes up but I'm hoping there is a way that the DD can be linked to this transaction.

Hi there, alishah1.

Thank you for coming back to the thread to add further details about your transactions. With this, I'll be sharing details on how matching transactions works in QuickBooks Online. Then, ensure you'll achieve this matter.

QuickBooks uses amounts, transaction dates, and bank account posted when looking for a match on the Banking page. Since the direct deposits made through QBO are not listed as the ones that came through from your bank, it could be they have different details. To confirm this one, I suggest going to the Bank register page and review your transactions being recorded. That way, you're able to verify if the downloaded entry has the same information as the direct deposit made through QBO. Then, make any changes if necessary so you're able to match and make your account accurate.

Here's how:

1. Go to the Accounting menu at the left panel.
2. Choose Chart of Accounts.
3. In the Actions column, select View register for the account you want to view.
4. Select the Filter icon. Then select the filters you want you to apply. You can use the Find field to search by amount, reference number, or memo.
5. Click Apply. Then, review all the transactions.
6. If it's essential to edit the information, click the Edit button. Then, Save.

To see additional information, you can click this article: Find, review, and edit transactions in account registers. 

Once everything is fixed and correct, you can now start matching your entries to avoid duplicate transactions in the system.

Additionally, you can refer to this article to see detailed steps on how you can reconcile your accounts so they always match your bank and credit card statements to avoid discrepancies: Reconcile an account in QuickBooks Online.

Please know you can always leave a message through this post if you need further concerns about your transactions. I'll keep my notifications open. Take care!

I think I see what is going on. The DD was done from a bank account that is now inactive in our QB. It was a duplicate of our checking account that was already in QB. I would like to fix the DD so it attaches to the active checking account but it won't let me. Can I fix this issue?

Good afternoon, @alishah1. 

Thanks for reaching back out and adding some clarification to the subject. 

When your payroll transactions are recorded in the wrong bank register, there are two processes that must be followed, correction and prevention.

1. Correction: You or your accountant can move the prior paychecks and tax payments out of the old bank register and into the new bank register that corresponds to the new bank account with a journal entry. 

• I recommend the dates and amounts used in the journal entries match the dates and amounts of the transactions on your bank statement.

       2. Prevention: Keep future payroll transactions from being recorded under the incorrect register by updating the Accounting Preferences and changing where the future bank register's entries are recorded.

• Go to the Gear Icon and then Payroll Settings.
• Choose the Accounting Preferences then the Pencil icon.
• Select the Pencil icon next to the Checking account to pick the correct one.

It's that easy, then you can change your payroll bank account to the new on if need be by using this link. 

Let me know if this helps. I'm only a post away if you need me. Have a wonderful day! 

There was clearly an update and now DD are not creating a matchable split transaction to link wage expenses to the DD. Support seems to not understand this - continue to tell us to unmatch transactions - but then reconciliation will be off by the bank tranactions. Super frustrating. 

Hi kegelsinn,

I understand that some changes have caused some issues with the Direct Deposit (DD) transactions not creating matchable split transactions to link wage expenses, and the support team's suggestions haven't resolved the issue. I understand how you feel about it.

I know that you've already been in touch with our QBO Payroll team. However, I suggest reaching out to them again. They can thoroughly investigate this matter and provide the assistance needed to resolve the issue.

Thank you for bringing this to our attention, and we appreciate your patience as we work to address this issue.

You can always go back to this thread if you have other questions in mind.

This now happening to a few our transactions so the system is still glitching. has anyone found a solution 

Hi there, @BPE. Let me share more information about matching bank transactions.

To learn how to set up bank rules in QBO, refer to this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

Let me know if you still have questions about your bank transactions. Have a great day.