Thank you for choosing QuickBooks for your business, adriana. I'll gladly help you categorize your tax payments in QuickBooks Online (QBO).
Beforehand, matching expenses to a liability transaction is possible in QBO.
That said, seeing as how you've finished entering the tax payment into QBO. Check the bank register to determine if you paid this to the bank account associated with your company file using the same bank account. You can achieve this by following the instructions below:
- Go to the Accounting menu, and select Chart of Accounts (COA).
- Choose the posting account of the transactions. Then, click the View Register under the Action column.
- Verify if the transaction is available in the register.
Once validated, return to the bank feeds and use the Find Match option to search for a match of this that will allow you to assign it to the appropriate account. This is how:
- Select the tax payment from the bank feeds.
- Tap the transaction to expand and select Find Match.
- You will be routed to the Match transactions window with all the Suggested Matches.
- Marked check the transactions that match the payment and click Save.
Otherwise, you can Exclude this tax payment from the bank feeds. Then manually clear this from the Bank Register. To do that, go back to the bank register and Click the checkbox until it is changed to C.
Moreover, you'll want to set up bank rules in your company file. This way, Quickbooks will automatically categorize the tax payments that are cleared from your bank.
Feel free to post your concerns if you have further clarifications with sales tax payments. Have a good one!
