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sleepwell2013
Level 2

why is payroll not matching in bank feed?

the net pay amounts are correct, the bank is correct, the dates are correct but the payroll items will not find a match

5 Comments 5
GebelAlainaM
QuickBooks Team

why is payroll not matching in bank feed?

I appreciate what you've done so far, @sleepwell2013. Let's ensure the payroll transaction is correctly mapped to the correct account. Let's dive into the details.

To do this, you can follow the steps below:
 

  1. Go to the Gear icon and select Payroll Settings.
  2. Scroll down to the Accounting section.
  3. Click the Pencil icon and review the accounts used.
  4. Select the Edit icon if you need to make changes and click Done to save changes.


You can check out these articles for more details about managing your payroll transactions and matching them in QuickBooks Online (QBO):
 

Once everything is in order, refer to this resource for guidance on reconciling your accounts to ensure they consistently match your bank statements.

Don't hesitate to get in touch if you have additional queries about managing your payroll and bank transactions in QuickBooks. I'm always here to help.

sleepwell2013
Level 2

why is payroll not matching in bank feed?

"the bank is correct"  - perhaps you missed that part.  no logical explanation, all 3 payroll amounts match the bank feed items, and the dates and the bank accounts.  got any other ideas for this glitch?

NicoleAscencionS
Moderator

why is payroll not matching in bank feed?

To ensure payroll items accurately match your bank feed, verify that each transaction is reconciled and has not been previously matched with another downloaded transaction.

 

It's important to note that not all transactions can be automatically matched by QuickBooks. In these cases, you'll need to do it manually. To do so, follow these steps:

 

  1. Go to Transactions, then Bank transactions.
  2. In the For review tab, select the transaction you want to match.
  3. Click Match.
  4. From there, you can filter the dates and transaction types.
  5. Tick the box beside the transaction and hit Match.

 

If the payroll item still won't match, I suggest contacting our Live Support Team. They are equipped with the necessary tools to conduct further investigation and do screen-sharing sessions for effective QuickBooks navigation.

 

Here's how to reach them:

 

  1. Go to the Help icon.
  2. Click the Search tab, then Contact Us.
  3. Type in your concern and select Continue.
  4. Choose a way to connect with us.

 

Please observe their support hours to connect with them at the most convenient time.

 

Additionally, if you want to ensure that your records match your bank or credit card statement, you can visit this material for reference: Reconcile an account in QuickBooks Online.

 

We're committed to ensuring you have accurate financial reporting and tax preparation in QuickBooks. Feel free to hit the Reply button if you have inquiries about managing your transactions.

aclyburn0322
Level 1

why is payroll not matching in bank feed?

I am having the same problem with the new banking page.  The payroll checks aren't matching with the bank feeds.  Yes, the bank account and everything else is mapped correctly.  Yes, I have used the Match feature that you descrived above.  All transactions but the payroll checks are listed. Have tried filtering by dates, by checks, by Payees, and combinations of the same.  I have been using QBO for 20 years and have taught many others.

 

I really don't like this new bank page. The old version was more intuitive than this new version....and the layout was much better.

Lyn_D
QuickBooks Team

why is payroll not matching in bank feed?

As a seasoned QuickBooks Online (QBO) user, we appreciate your insights, Aclyburn0322.

 

Since your payroll checks are not matching the bank feeds, even though everything has been correctly mapped and filters thoroughly applied, I recommend contacting our Live Support team. They can take a closer look at your account to further investigate this issue

 

You can reach out to them by referring to this article: Get help with QuickBooks products and services.

 

I also commend the effort for pointing out specific areas where the new experience is falling short, and I want to help address this. The new QBO experience aims to provide users with the ability to complete jobs and discover the additional services, benefits, and capabilities that QuickBooks as a platform has to offer.

 

Currently, we have the option to revert to the old layout and continue using that interface until we can fully utilise the new version. However, please bear in mind that this old layout is only available until September. After that, we can no longer switch back to the old layout.

 

To switch back, click on the Gear icon and select the Switch option located under Switch back to the previous QuickBooks experience when you scroll down.

 

For more questions and concerns, reply to this thread.

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