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December 10, 2021
Question

How do I re-match payroll entries to a banking transaction after unmatching? I see the transaction available in banking but cannot "Find Match"

  • December 10, 2021
  • 1 reply
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We had a banking transaction from a month ago that was matched to several payroll transactions. They were accidentally unmatched when trying to reconcile, and now I can't clear it out of the Banking transaction list.

1 reply

December 10, 2021

Hi there jason-leliever,

 

It's vital that all your transactions are correctly entered so that your bank account has an accurate balance. QuickBooks Online is a great tool that allows you to reconcile accounts to make sure that all transactions are included. I can provide some information about matching and reconciling.

 

Once a transaction is reconciled it cannot be matched to a transaction from the banking tab. If you completed the reconcile process that you've mentioned, that would be why you wouldn't be able to see the transactions when trying to find a match. If you'd like to have the reconcile undone, you could have an accountant follow the steps I've provided here. If you'd like to add your accountant to your books, you can do so by navigating to the My accountant tab. You can also find an accountant near you in that section by clicking on the Find a pro to help button.

 

If you have any other questions, feel free to reach out here.