JeveeAdvin__la
QuickBooks Team

Other questions

 

Hello there, @brittanyhyde.

 

Thank you for bringing this to our attention. I appreciate the importance of accurate financial records and would be happy to provide insights into which accounts are currently assigned to these payments for verification and any necessary corrections. 

 

I acknowledge with the insights provided by Rainflurry. I recommend that you review the accounts related to your credit card liabilities and sales tax payments. If you identify any discrepancies, please make the necessary corrections to ensure that the liability balance is effectively reduced.

 

You can check out this article to classify your transactions: Categorize online bank transactions in QuickBooks Online.

 

Additionally, you can set up a bank rule  for automatic categorization. If the transactions are already in QuickBooks, you can match them, add new ones, or view multiple matches. Once categorized, they will appear in your bank register, so ensure your filters are accurate.


Before we wrap up, I suggest you explore QuickBooks Live Bookkeeping to streamline your accounting, maintain precise financial records, and access professional support. This could free up valuable time, allowing you to concentrate on expanding your business.

 

Please don’t hesitate to reach out if you require additional help with your bank transactions. I’m here to support you.