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January 18, 2024
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How can I reconcile my sales tax payments in the bank account? It doesn't show under reconcile but shows as already reconciled in the register.

  • January 18, 2024
  • 1 reply
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Original commenter did not share additional details
Best answer by JaeAnnC

Hello there, @uniformity.busin. I'm here to share information about reconciling a sales tax payment in QuickBooks Online (QBO).

 

If a transaction is already marked as reconciled in the bank register, it will not show on the Reconciliation page when reconciling the account. 

 

However, if you wish to include it when reconciling your bank account, you can unreconcile the transaction. Here's how:

 

  1. Go to the Gear icon and select Chart of Accounts.
  2. Locate the account and click View Register.
  3. Select the transaction to expand the view. Click under the checkmark (✔) icon until the letter disappears and the box becomes blank.
  4. Read the prompt message and select Yes if you wish to confirm.
  5. Click Save.

 

Additionally, I'll share these references as your guide in case you encounter issues when reconciling in QBO:

 

 

Feel free to visit us again in the Community if you have other concerns about reconciliation. Our team is always available to assist you. Stay safe, and have a good one.

1 reply

JaeAnnC
JaeAnnCAnswer
January 18, 2024

Hello there, @uniformity.busin. I'm here to share information about reconciling a sales tax payment in QuickBooks Online (QBO).

 

If a transaction is already marked as reconciled in the bank register, it will not show on the Reconciliation page when reconciling the account. 

 

However, if you wish to include it when reconciling your bank account, you can unreconcile the transaction. Here's how:

 

  1. Go to the Gear icon and select Chart of Accounts.
  2. Locate the account and click View Register.
  3. Select the transaction to expand the view. Click under the checkmark (✔) icon until the letter disappears and the box becomes blank.
  4. Read the prompt message and select Yes if you wish to confirm.
  5. Click Save.

 

Additionally, I'll share these references as your guide in case you encounter issues when reconciling in QBO:

 

 

Feel free to visit us again in the Community if you have other concerns about reconciliation. Our team is always available to assist you. Stay safe, and have a good one.

January 31, 2024

Perfect! Thank you!

January 31, 2024

Hello there, uniformity.busin.

 

I am glad to know that the recommended steps provided by my colleague worked for you. 

 

In case you need tips and related articles in the future about the "How Do I" steps in QuickBooks Online, visit our QuickBooks Community help website for reference: QBO Self Help.

 

If you need additional help with QuickBooks, please let us know. We’ll be right here to further assist. Take care, and I wish you continued success.