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D
donvwhite300
March 17, 2025
Question

I recorded a sales tax payment in the tax center per instructions and qbo video. However, I can't match the actual bank payment transaction imported from bank. How to?

  • March 17, 2025
  • 1 reply
  • 0 views

I would like to match the actual EFT payments imported from bank interface to the sales tax payments manually recorded in tax center. bank transaction matching doesn't have visibility to those manually created tax payments so i have extraneous bank transactions that I don't want to exclude from categorization due to requirement to record all bank transactions in ledger. how do i match the duplicate payment transactions.

1 reply

J
JanbonN
March 17, 2025

Hello there, don. There are several reasons why you might be unable to match the two transactions. I'm here to provide further details and help you troubleshoot the issue.

 

Suggested matches generally include transactions that are of the same amount and occur within a similar date range as the bank transaction. Here are some potential reasons why you may be experiencing this problem:

 

  • The sales tax payment has been manually cleared in the register.
  • The amount recorded in QuickBooks differs from the downloaded transaction.
  • The transaction type differs.
  • The matching record occurred over 90 days before, or more than 20 days after, the transaction date.
  • The existing entry was recorded in a different bank account.

 

Please refer to this article for more details about the matching process: Confirm suggested matches for bank transactions in QuickBooks Online.

 

I recommend verifying if any of the mentioned issues apply to your situation. If none of these are the case, it might be a potential browser issue. To rule this out, please log into your QBO account using a private browsing window. This will provide a fresh session without any stored browser data affecting performance. Here are the shortcuts for opening a private window in different browsers:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N
  • Safari: Command + Shift + N

 

Then, try to match the transactions again. If it's successful, clear your browser's cache to remove specific issues and help the program run efficiently. You can also use other devices and supported browsers to ensure everything works as expected.

 

Additionally, ensure to reconcile your accounts to keep them accurate and up-to-date.

 

Please return to this thread if you have other questions about matching your transactions in QBO, don. We're here to assist you in any way we can.

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