- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Banking
Hi there, @Leanne Vand. I'd be delighted to help you categorize those transactions properly.
You can use the Find Match tool to match it with the payroll record. There are a few ways to find what you're looking for. You can select a specific transaction type and period to narrow down the results. You can also use the Search field to locate transactions by amount, reference number, or memo.
Here's how:
1. Go to the Transaction menu and select Banking.
2. Select the tile for the account you want to review.
3. Navigate to the For Review tab to start your review.
4. Select the check to expand the view.
5. Select Find match.
6. You can use filters/search to locate transactions. Remember to use a dollar sign or decimal point when searching for dollar amounts.
7. Select the matched transaction.
8. Click Save.
However, if the issue persists, I'd recommend getting in touch with our Customer Support Team. This way, they can pull up your account in a secure environment. You can follow the steps given above to reach them.
For more in-depth information about bank feeds in QuickBooks, refer to these articles:
• Tips for Working in QuickBooks Online’s Bank Feed: Matching Transactions
• Categorize and match online bank transactions
Fill me in if you need any further assistance while working with bank feeds. I'm always here ready to help.