Hello there, @LorindaM. Thank you for sharing your concern about matching transactions in QuickBooks. We're happy to provide details on how we can get this fixed.
We understand the importance of keeping track of bank and QuickBooks transactions flawlessly in our program. In your case, I'd suggest you exclude transactions from the banking page since the option to match multiple transactions to a single sales tax payment already in QuickBooks is unavailable. Doing this will help avoid duplicates.
Here's how:
- Go to the Banking page and select a Bank account.
- From the For Review tab.
- Tick the checkbox of the transactions to exclude.
- Then select Exclude.
You can review the excluded transaction on the Excluded tab of the Banking page. You can always select Undo if you accidentally exclude the wrong transaction. To learn more, refer to this article: Exclude a bank transaction you downloaded into QuickBooks Online.
Afterwards, you can go to your account register to manually clear the transaction so don't have issue with this transaction when your reconcile your account. Let me guide you how.
- Click the Gear icon and choose Chart of Accounts.
- Look for the account where the transaction is allocated. Then, select View register.
- Select the transaction to expand the view.
- Under the check column, continuously click the box until you see C (cleared).
- Then, select Save.
In case you would like to reconcile your account, here are a few additional articles to help you accomplish a successful reconciliation:
You can always drop your queries in the Community. We'll always be here to assist you. Take care always, and have a good one, @LorindaM!
