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June 1, 2022
Question

I think I incorrectly matched a $50 bank payment to a payroll transaction. How can I see the bank payment to confirm my thinking?

  • June 1, 2022
  • 1 reply
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1 reply

June 1, 2022

Thanks for reaching out in the Community, @Lee-Franklin. I’m here to help so you can see and confirm the bank payment in QuickBooks.


After matching transactions, you can use the Categorized tab to review and make sure everything is correct.


Here’s how:

 

  1. Click the Transactions or Banking menu.
  2. Select the tile for the account you want to review.
  3. Go to the Categorized tab.
  4. Select the link in the Added or Matched column to review the transaction.
  5. Click the hyperlink on the top that says "1 online banking match."


If it’s really incorrect, you can undo or unmatch it. Then, check the payment before matching it to your payroll transaction.


Here's a reference that contains details on how to ensure your account is balanced and accurate: Learn the reconcile workflow in QuickBooks. It includes steps to make changes and ways to fix a reconciliation.


Don’t hold back to drop a comment below if you have any other questions or concerns besides this bank payment. I’ll always be here to help. Keep safe!