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Employees and payroll
Thanks for the additional details, channum.
I'd like to give some information why you're unable to find the transaction.
There are a few possible reasons why the program is unable to find any possible matches to your downloaded transaction. Here are the following:
- The Fed tax payment may have been cleared manually in the register.
- The amount recorded in QuickBooks is different from the downloaded transaction.
- The transaction type is different.
- The transaction is older than 180 days.
- The existing entry was recorded in a different bank account.
Let's check your bank register to see if the payment is manually cleared. Then change the status if necessary.
Here's how:
- On the left panel, click Accounting > Chart of Accounts.
- Find the bank where the tax payment is posted and click the View register link.
- Locate the transaction and under the Reconcile status (indicated by a check mark) column, check if you have the letter C. This means cleared while R means Reconciled.
- Click the field until it is blank. Then hit Save.
In addition, you can check the tax payment details by going to Taxes > Payroll tax > Tax payment history.
Furthermore, if the tax payment is manually cleared in your bank register, you have the option to exclude the downloaded transaction from the Banking page and leave. Then, reconcile the account when you're ready.
I'm also adding this article to help with categorizing and matching your other bank transactions: Categorize and match online bank transactions in QuickBooks Online.
Stay in touch with us if you have any additional questions regarding the steps I've shared above or other concerns in your account. I'll be right here to help you out some more.