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heatherm23
July 15, 2024
Question

Glitch in QB is showing incorrect name on payroll checks in register but not on PR list. How do I fix this?

  • July 15, 2024
  • 1 reply
  • 0 views
When QB pulls transactions from my bank account it shows many (but not all) paychecks with the wrong name. When I click on the check to see if I need to edit it, it takes me to the payroll list with all the correct information. When I brought this to the attention of the QuickBooks people they said to classify it to the right person's name and put it under wages. I am concerned that doing that will not keep accurate books as that does not account for taxes taken out. Has anyone else encountered this issue? And how have you fixed it or worked around it? I am tempted to disconnect my bank account and go manual.

    1 reply

    K
    KimberlyS
    July 15, 2024

    We can recategorize your bank transactions to ensure your register reflects the correct paycheck names, heatherm23. Allow me to guide you through the process to help keep your record accurate.

     

    It could be that the paycheck names appear incorrect in the register because they are not matched to the appropriate transactions, considering that names are correct upon checking your payroll list. To get this resolved, we can undo the categorization process.

     

    Here's how:

     

    1. Head to Transactions from the left pane.
    2. Click Bank transactions and proceed to the Categorized tab.
    3. Utilize the filter to narrow down the result and locate the entry from the list.
    4. Select Undo from the Action column. For multiple transactions, tick the checkbox for each entry and click Undo at the top of the list.

     

    After that, match the entries manually and ensure they have appropriate names with the guide of this article: Match online bank transactions in QuickBooks Online.

     

    Moreover, you might want to scan this material if you want QuickBooks to match your payroll transactions automatically: Automatically match QuickBooks Online product transactions.

     

    Furthermore, consider browsing this resource for guidance on reviewing your accounts to guarantee they match your actual bank or credit card statements: Reconcile an account in QuickBooks Online.

     

    I'll be pleased to deliver relevant information whenever you need assistance matching payroll transactions in QuickBooks Online. Just click the Reply button to notify me on this thread.

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