New to QuickBooks online. I've worked with QuickBooks before, not when bank transactions are automatically downloaded daily. How do I split

Hi there, userkristalweston.

Thanks for dropping by the QuickBooks Community today, we're glad to see that you joined the QuickBooks family. If you're looking for help with your banking transactions then look no further! If you're trying to split your transactions, you can follow these steps below to do so:

You can split transactions, such as a large business travel expense, between multiple accounts for better tracking.

1. Go to the For Review tab.
2. Select the downloaded transaction to expand the view.
3. If the option in the Action column is Match, change the Find match to Categorize.
4. Select Split next to the Add button.

This opens the Split transaction window.

1. Select the Categories (the accounts) you want to split the transaction into.
2. Enter an amount for each split.
3. Select a Customer for each split.
4. When you're done, select Apply and accept.

These steps as well as much more helpful information can be found in this really helpful article. If you have any other questions, don't hesitate to post here anytime. Thanks for dropping by and I hope you have a lovely week,