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Dec 22, 2019 12:04 AM UTC
Question

Need to know how to match 2 payments that are dowloaded from bank to 1 payroll payment using Quickbooks Online.

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1 reply

Dec 23, 2019 6:30 PM UTC

Hi there, 

 

Matching transactions is an important step to making sure your transactions are in order. I'll be happy to give you a hand with this. 

 

To get started, you'll want to split the amount and create a separate transaction to match what you have on the banking page.

 

To create an expense, here's how:

  1. Click the Create (+) icon and choose Expense under Suppliers.
  2. Select the Payee, Payment account, and Payment date.
  3. Choose the category and enter the amount.
  4. Click Save and close.

 

Here's a sample screenshot on the banking section after you record the transactions in QuickBooks:

 

 

This article also includes more details on how to download, match, and categorise your bank transactions in QuickBooks Online.

 

Give this a try and let me know how you make out. In case you need further assistance, feel free to contact our support team using this link.