Changing Payroll liabilities; state income tax transaction date

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We can see the urgency of this matter and want to ensure you get through this on time. If you've manually added this inside your QuickBooks Online (QBO), the Edit option should be available on your end, and with that said, you can change the date so it matches the date in your bank statement. 

Another possibility is that this has something to do with your current role and access rights inside QBO. Know that if you're a standard user inside the company file, there are fields or options to which you have limited access. For more information, we'd recommend checking this article: User roles and access rights in QuickBooks Online.

However, if this is a downloaded transaction from the Banking page, you may want to Exclude the transaction and record a new one with an accurate date. We'll gladly write down the steps below to get you going. To exclude a transaction inside QBO, these are the steps:

1. Access your QuickBooks Online company.
2. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
3. Select the For Review tab.
4. Click the checkbox of the transactions to exclude.
5. Select Exclude.

See this page for more details: Exclude a bank transaction you downloaded into QuickBooks Online.

Once done, proceed to record an expense transaction. Refer to this article for more information: Enter and manage expenses in QuickBooks Online. 

Furthermore, we've got these articles to help you ensure your data stays accurate, and prepare for the year-end in QBO:

• Run reports in QuickBooks Online.
• Year-end checklist for QuickBooks Online Payroll.

You can comment below if you require help or need assistance performing specific tasks inside QuickBooks. We've got your back, and we'll make help you again. Take care, and have a nice day!

Thank you. It will not let me edit the transaction as it was an automatic AZ income tax withdrawal e-payment. There are no options to edit the date even though I am the primary administrator on the account. 

Is my only option to exclude this transaction then re-create it with the correct date?

Thanks 

Thanks for getting back into this thread and for clarifying that it is an electronic payroll tax payment, Gingo.

To sort this out, you can match the downloaded bank transaction to the recorded payment and include the transaction when reconciling your account.

Review the Matching records found in QuickBooks for any possible matching transactions already recorded. You can also see a match when you select the Find match section and filter the date range. Here's an article for more details: Match online bank transactions in QuickBooks Online.

Then, by checking the box next to the tax payment with the date of 06/01 in the reconcile window, you can include it when reconciling your bank account for May's statement. Also, ensure to remove the filter so the transactions from other months will show up.

Furthermore, it would be best to seek assistance from your accountant to ensure that your books are accurate and to avoid messing up the data. They'll be able to help and provide more expert ways of dealing with this situation.

Additionally, you can view or print your reconciliation reports in QBO for future use in case you have trouble reconciling the following month or when you meet with your accountant.

Please let me know if you have other concerns or clarifications about reconciling accounts in QBO. I'll get back to you as soon as possible. Have a great day!