QBO Bank Register

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Thanks for reaching out regarding the issue you've encountered with your bank register, Geri. It appears that the transactions were recorded with a different vendor other than CA EDD. Let me guide you in changing the payee.

We can verify the transaction and change the payee in your bank register.

Here's how:

1. Go to your Chart of accounts.
2. Locate the account that's associated with the transactions.
3. Select the transaction and change the payee to the correct one.
4. Once done, click Save to reflect on th transaction.

You may also check the Vendors section to see if there's a profile named QB Payroll. If there is, you can make the status inactive and create a new profile for CA EDD.

Also, regardless of whether your QBO bank register is connected to your actual bank, all accounts in your Chart of Accounts will appear in the bank register. This is because the bank register reflects all transactions recorded within QuickBooks.

Additionally, refer to this article about editing your transactions in your account register in QBO.

Furthermore, to ensure your transactions and bank accounts are balanced, you can reconcile them for accuracy. Refer to this article for detailed steps.

If you're referring to something else, I recommend clicking the Reply button below so we can respond and show you how to resolve your QuickBooks-related concerns. I'll be around to assist you with the transactions in your bank register. Stay safe always.

Hi there, @usergeri. When you record a tax payment in QuickBooks Online (QBO),  the system will automatically generate a vendor-specific to that state. I'll provide more details below and point you in the right direction to help correct this as soon as possible.

Before anything else, please know that CA EDD is vendor-generated when paying tax payments associated with that specific state. Thus, the system automatically generates vendors depending on the tax payment recorded in the account.

Since yours doesn't reflect the appropriate vendor for that transaction, I recommend contacting our Live Support. This way, they can check on your account and share alternative ways to handle this situation to correct the details. These are the steps:

1. Sign in to your QuickBooks Online company.
2. Select (?) Help.
3. You can use the QB Assistant and enter your question or topic. QB Assistant will provide options for you to get answers. Or, you can use the Search tab and enter a keyword or topic you're interested in. When you search, you'll be offered a list of articles related to your topic to choose from.
4. If you can't find answers to your questions, select Contact Us to be connected to an expert for help. A reminder, if you need to enter a question or search for an article before you'll see the Contact Us option.

Feel free to visit this page for more details: Get help with QuickBooks products and services.

In the meantime, you can manually select CA EDD as the payee for that tax payment. This way, you can correct the details of that specific transaction in your bank register. These are the steps:

1. In the bank register, locate the tax payment and then click on the transaction.
2. In the PAYEE ACCOUNT column, click the Dropdown arrow and select CA EDD.
3. Once done, click the Save button.

For visual reference, see the image below.

Moreover, here's an article to help you review payments you've made to taxes you have in QuickBooks: View your previously filed tax forms and payments.

I can also assist you in organizing tax payment transactions or addressing other inquiries related to the program. Please let me know in the comment section so I can respond promptly. Keep safe.