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NathanTB
March 2, 2019
Question

Splitting transfers when making a credit card payment

I currently have multiple Chase cards setup as sub-accounts that are all connected to their Online Banking feeds. The parent account is not connected to any Online Banking. When I input a transfer for a payment from my main Parent account to my Main Checking, it shows the correct adjusted balance on the Parent account but all of my sub-accounts still show balances "In QuickBooks." Is there a way to split my transfer so it deducts payment from each individual sub-account?

    12 replies

    ShiellaGraceA
    Level 9
    March 4, 2019

    You can use the transfer option to deduct the payment, NathanTB.

     

    Here are the steps:

    1. On the For Review tab, select a transaction to open it.

    2. Click the Split button to open the Split Transaction window.

    3. Choose a Category and enter an Amount for each category to assign to the transaction until the total amount matches the downloaded amount.

    4. Click Save and Add.

    You might also want to check out this article about how to enter a split transaction into the register.

     

    Get back to me anytime of you have any more questions I can help.

    NathanTBAuthor
    March 5, 2019

    If it were an expense transaction I would understand that. But this is a transfer, and it doesn't allow me to split anything when its a transfer in the "For Review." It won't allow me to split the payment amongst multiple cards because only my master parent card downloads the entire account payment transaction. 

      JamesDuanTQuickBooks Team
      QuickBooks Team
      March 5, 2019

      Thanks for getting back to us, Nathan.

       

      Just like what you've already tried, we won't be able to split a transaction before clicking the Transfer option in the Banking page. 

       

      You can continue transferring the transactions and creating a journal entry. Then, you can split it afterwards. I'd also recommend reaching out to your accountant about this. They know what's the best way of handling these transactions.

       

      Feel free to let us know if you need anything else.

      nancychandler340
      January 15, 2022

      I am running into the same problem in QBO with an Indigo Credit Card Login account that has three linked sub-accounts for employee cards with different numbers and balances. I can't figure out how to apply the total credit card payment to the individual balances of the three sub-accounts.

      MaryLandT
      MaryLandT
      Level 10
      January 15, 2022

      Allow me to step in and share some insights on how sub-accounts works in QuickBooks, nancychandler340.

       

      All transactions in the subaccounts roll up into the parent account. And, some banks may show the overall bank balance at each subaccount level.

       

      This is because the bank provides us with a static balance of the entire account, not the balance of each subaccount.

       

      In addition to this, you can send feedback about the feature that you want. That way, our Product Team will know what type of changes or functions you want to add to the system.

       

      Here's how to send feedback.

       

      1. Click the Gear icon at the top, then Feedback.
      2. Enter your comments or product suggestions.
      3. Click Next to submit feedback.

       

      Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks. You can track feature requests through the QuickBooks Online Feature Requests website.

       

      I'm also adding this link to learn more about sub-accounts: Set up the parent and subaccounts. It'll tell you how to connect accounts and what to reconcile.

       

      Keep me posted if you have additional questions about your bank accounts. Just leave a comment below, and I'll get back to you.

      OFW1
      February 12, 2023

      Hello 

       

      i have an issue with the chase credit card statement, i have 2 credit card, months ago i was doing the split from my general account between my 2 credit card but now i receive this message  credit card payment cannot be split between multiple detail lines.

       

      what's the other alternative ? 

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