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Using new Receipt Snap feature - is it possible to split one transaction using the captured receipt between 2 different expense accounts? If so, how?

 
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Using new Receipt Snap feature - is it possible to split one transaction using the captured receipt between 2 different expense accounts? If so, how?

Hi tricia-tbs,

 

Currently, splitting the transaction on the receipt between two different expense accounts is not available using the Receipt Snap feature. This is designed for a quick and simple entry of a single expense transaction and can only be allocated to one expense account. To split the transaction, you would need to do so when adding the transaction from the bank feed: 

 

  1. Select the Banking tab and click the transaction to expand it. 
  2. Select Split, choose your fields as required and Save and add

 

You can also do this by creating the expense in QuickBooks Online first, then matching it to the payment in the feed afterwards. Either way will allow you to add an attachment if you would like to add a photo of the receipt. 

 

-Kass