How do you match a Sales Tax Payment created in QBO with the bank feed item of the actual payment? The transactions is marked filed and paid.

@elizabethh

You will need to manually record sales tax payment through the Sales Tax Center in QBO. (Left dashboard > Taxes > Sales Tax Payment).

You will then just match the transaction in the bank feed.
(Left dashboard > Banking > For Review).

Refer to this article for more information (see Record or adjust a payment)
https://quickbooks.intuit.com/community/Income-and-expenses/Manage-sales-tax-payments/m-p/185972

The sales tax payment has been recorded, the expense is being reflected in the payable account but because there is no match, the item is not in my reconciliation. If I "Add" the bank item, then the expense is double recorded. I am stuck. 

I'd be happy to help you with that, elizabethh.

I appreciate your effort in providing additional details including the screenshots. It's exactly what I need to provide you with the best solution.

Based on the screenshot you provide, it looks like the range of your From and To dates already include the tax payment date. That said, the most likely reason why it's not showing up is that the payment was recorded in a different bank account.

A quick way to resolve this is to delete and recreate the payment and make sure it's recorded in the correct account. After that, go back to the Banking Page, then For Review tab, and try to match them again.

If you still can't match them, I would highly recommend that you reach out to our Customer Care Team. They have specialized tools and initiate screen sharing to further assist you in matching these transactions. In addition, they can also help you with the reconciliation.

 Here's how you can reach them:

1. Click this link to go to the Official Contact Us page.
2. Select QuickBooks Online.
3. Choose Running your business in QuickBooks, then Banking.
4. In section 2, Here's how to connect with a QuickBooks expert, click Get Phone Number.

That should get you going in the right direction. Don't hesitate to reach out to me again if there's anything else I can help you with. Thanks for dropping by, wishing you and your business all the best.

@elizabethh

@AldrinS

"A quick way to resolve this is to delete and recreate the payment and make sure it's recorded in the correct account. After that, go back to the Banking Page, then For Review tab, and try to match them again."

You may want to review both "Payment date" and "Bank account" (see screenshot below).

Just click payment date (07/02/2018) link that you've under Payment details tab. Unfortunately, you can't edit, need to delete the payment entry as said and enter again.

Hi

I am having the same problem but my bank account is correct and I can see them for other tax agency but not the one I am trying to match and than when I try to match the other they are not there?

Help Please

Thanks for turning to the Community about your concern, Demise Smith.

I’m here to help and route you in the right direction on how to match the sales tax payment to your downloaded transaction. Let’s create an expense with the same amount as the downloaded transaction. Or, enter a tax payment in the Sales Tax Center.

Before proceeding, allow me to share some of the reasons why there are transactions that don’t have a match:

• The transaction is older than 180 days or 6 months.
• The dollar amount in QuickBooks is different than what cleared the bank.
• The transaction was recorded in a different bank account.
• The payees don’t match or the date is not close.
• Entry is already matched to something else or there’s a currency issue with the exchange rate.

Let’s record a tax payment to link it to the downloaded entry. It only takes a few clicks to do this task.

Here’s how:

1. Tap the Taxes menu on the left panel to select Sales Tax.
2. The action will open your Sales Tax Center.
3. From there, look for the tax you’re trying to pay and click the View return menu.
4. Then press the Record payment button.
5. In the File your sales screen, fill in the fields with the correct information and choose Record payment.
6. Once done, the payment will automatically link to your downloaded entry.

Here’s a resource that outlines the complete steps on how to match downloaded entries: Categorize and match online bank transactions in QuickBooks Online. The article also provides information about classifying transactions, excluding personal or duplicate bank data, to name a few.

To learn more on how to record, adjust and delete sales tax payments, this guide contains detailed instructions on how to perform each task: Manage sales tax payments in QuickBooks Online.

Drop a comment below if you still need assistance in matching your sales tax payment. I’m more than happy to help and get this taken care of for you. Have a great day.

Greetings,

I am having the same issue as Elizabeth. In my case, when I review my bank feeds, the match option does not appear, even though I have already recorded my sales tax payment on the payment center. Also, when I do my reconciliation I am off by the sales tax payment. Am I supposed to classify the department of revenue as a vendor? I think I might be using the incorrect account to classify my sales tax payments. I am using Sale Taxes Paid: Sales Taxes. Any help will be greatly appreciated. Thank you in advance.

Thanks for joining the thread and adding a screenshot, @DH auto.

Can you share with me the options that show in your Banking page when categorizing your transactions? 

In the meantime, let's run some basic troubleshooting steps to address the issue. 

To start, open your account using a private window. This will help us check if the problem is related to a browser issue. Sometimes too much cache accumulated in a browser can cause unexpected behavior with the product. Simply access this mode by pressing the following shortcut keys:

• Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

If you're able to see the match button, go back to your regular browser and clear its cache. Moreover, use another supported browser as an alternative. This might be a temporary issue with QuickBooks and the current browser that you use.
 

With regards to your classification concern, yes, you can classify the Department of Revenue as a vendor. You can also reach out to your accountant to properly categorize your transactions. 

For more tips about recording tax payments and matching or categorizing transactions on the banking page, you can open these articles:

• Manage sales tax payments in QuickBooks Online
• Categorize and match online bank transactions in QuickBooks Online

Moreover, you can open the topics from this link for more tips about bank feeds and reconciling accounts.

If you have any other questions about matching your transactions, please let me know by adding a comment below. I'm always here to help. Keep safe!

Hello again,

I have attached a picture of what you requested. Thank you for all your help. 

Hello. I tried the browser option but it gave me the exact same options as in the last picture. So, I am not sure where I am not doing something correctly. Does it matter if, for example, when I make my sales tax from the sales tax center I make adjustments to include other charges? So for example, for that sales tax payment I made, I had to make an adjustment because I accidentally purchased some business supplies tax exempt and I needed to pay taxes for those. So, for that month I did not have any sales taxes to report but only the supplies I purchased tax exempt, so I went into the sale tax center and made an adjustment to include the taxes I paid to the department of revenue but then when I tried to do my reconciliation I was off by the sales tax payment amount. So, I don't know where it is that I am doing something wrong. 

Appreciate the details, @DH auto.

To confirm, is the amount difference the same as the business supplies you purchase? If so, then that explains the difference. You'll want to delete your adjustment to correct the sales tax amounts. Then, make sure to properly account your supply taxes (department of revenue). I suggest consulting with your accountant to record them properly in QuickBooks.

Here's how to delete:

1. Go to Taxes.
2. Enter the date range in the Due Date Start and Due Date End drop-down, then tap Refresh.
3. Find the tax period you need to adjust, then select View return.
4. Look for the adjustment amount.
5. Click Delete and then Delete again to confirm.

You can refer to these articles below for more information: Create or delete a sales tax adjustment.

With the above recommendation, you should be able to match and reconcile your sales tax account.

In case you need help with other sales tax-related tasks, browse this link to go to the page. It has our general tax topics with articles: Manage taxes in QuickBooks.

Feel free reply anytime if you have follow-up questions or concerns with sales tax. I'll be around for you. Take care and have a great day ahead.

IN QBO WHEN I MANUALLY RECORDED PAYMENT IT RECORDED $8744.61 WHEREAS TNTAP ONLY ROUNDS UP OR DOWN TO TAKE $8744 OUT OF OUR BANK. SO WHEN I GET THE BANKFEED AMOUNT IS 61 CENT DIFFERENCE.  HOW DO I RESOLVE THAT DIFFERENCE IN QBO?

Hello there, travis-xtrtn-com
 

Sometimes a transaction doesn't match the amount of a transaction you entered in QuickBooks. The amount don't exactly tally up when you go to the Banking tab to match the transaction and bank item, even if they're the same transaction. 

What we can do is to use an adjustment to make the difference disappear. 

1. On the Banking page, f
2. Find the bank data with an amount that doesn’t match with the transaction you entered for it.
3. Select the item, and once the row expands, click Find Match.
   
4. In the MatchTtransactions page, select the transaction to match. If you don’t see it, enter search criteria above the table to find it.
5. Once you select the transaction, scroll to the bottom of the table and click Resolve difference on the right.
   
6. Click Add new expense for money spent; click Add new deposit for money received. 
7. Complete the fields in the table to add the adjustment.
8. Once done, click Save.
    

You can check these articles for more insights about the process:

• Reconcile an account in QuickBooks Online
• Why you need to do a bank reconciliation every month
• Categorize and match online bank transactions

As always, I'm only a few clicks away if you should have questions about this or anything else. Take care.