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island1
Level 2

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

 
13 Comments 13
HoneyLynn_G
QuickBooks Team

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

I can help correct your recordings in QuickBooks Online, @island1.

 

You're correct. The option to assign a payment to different payees are only available for the Received transactions. 

 

As a workaround, you can manually record the payment using the Pay Bills feature. Here's how:

  1. On the top menu, click the Plus icon.
  2. Choose Pay Bills.
    1.PNG
  3. Select the bill transaction.
  4. Click Save and send.
    2.PNG

That should record the payment and close the bill, @island1. 

 

On the other hand, you can enter it as an expense or a cheque transaction if you didn't enter a bill and if it's a direct payment to a vendor or supplier.

 

That's it. Let me know the results or if there's anything else you need help with. I'm just a post away.

island1
Level 2

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

Thanks @HoneyLynn_G however it isn't bills I am paying but staff wages.

 

James_MasterofBooksthatareQuick
QuickBooks Team

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

Hi island, i don't know of any functionality to support this. A work around might be to create 2 different payruns, and download ABA files from the separate payruns. Is that helpful?

island1
Level 2

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

I am not using ABA files at this stage.

But I won't be doing Multi pay anyone again for wages. It doesn't show what the transactions are in the bank statement so is not suitable for my business. The accountant and the bosses that check the bank accounts and needs to know what the transactions are. I just have two multi pay anyone's downloaded from the bank statement that I need to process now. 

 

It is kind of stupid that a multi pay anyone...is just that... paying multiple people/bills etc and yet QuickBooks doesn't allow the entry to be more than one supplier/payee. 

 

 

Alessandra_B
QuickBooks Team

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

Hello there, @island1.

 

I can help you split your multi-pay anyone from the Banking page.

 

You can split your downloaded transaction in QuickBooks. Splitting this allows you to divide the payments to multiple customers,

 

Here's how you can split them:

  1. Click on Banking from the left panel.
  2. Select the downloaded payment.
  3. Click on Split.

Note that when you split a transaction, the amount on each line should match the total amount. Also, you can add more lines by clicking on the Add lines button.

 

As for your bank statement, only your bank can provide you with the details, as well as their processing. I suggest contacting your Financial Institution to help you further.

 

Always know that you can tag me in your comment if you have any other questions. I'll be sure to help you.

island1
Level 2

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

@Alessandra_B  thank you, I did find the split option before I asked the question. However, it only gives one payee option and adds line for categories not new payees. 

 

Have you a solution for that?  Thanks

Anonymous
Not applicable

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

Hello, @island1.

 

Thanks for the follow up regarding your concern about splitting pay to different payees. I'm here to help ensure you'll be able to do this in QuickBooks.

 

Yes, you're right, there is only one Payee field in the Split Transaction screen on the Banking page. Since we don't have the option to add a Payee, we can use a wash account as a workaround.

 

Let me show you how:

 

  1. If you don't have a clearing account yet, we can create one on your Chart of Accounts.
  2. On the Chart of Accounts page, click the New tab.
  3. Choose Bank as the Account Type and name this as Clearing or Wash Account.
  4. Make sure you DON'T enter a balance. Click Save and Close when done.
  5. Then create two Expense transactions for the different Payees and use the Clearing Account as your Payment Account.
  6. Next, create another Expense transaction. This time, leave the Payee field as blank and enter your Business Bank in the Payment Account field.
  7. On the Category details, select the Clearing Account and enter the total amount for the two Expenses you recorded.

 

 

 

 

That should do it. On your Clearing Account register, you'll see both expenses split to different payees.

 

Should you need other references for future use, please feel free to access our site: Help articles for QuickBooks Online.

 

Keep me posted with the results. I'll be here to help you further if you have additional questions about your split expenses.

island1
Level 2

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

@Anonymous  Thanks

Feeling very uncomfortable about that whole process. 

1. there is no 'bank' account type????? Why? Should be a standard type. I just checked what my bank account is set up in and it is Cash and Cash equivalent, obviously in my rush to do 2 years of bookwork in 1 month (I am a new manager) I picked options that were there as I set up a simple bank account thinking that the default items would be ones to use. 

2. I set up Expenses that don't exist to process a simple wage payment? These multi pay anyone is my payroll. 

3. You say to set up a bogus expense but that just doesn't make sense, what's the GST on that? lol. what category do I put on that? 

4. Bring back QuickBooks offline...I was a pro at that, even ended up telling phone support how to do things. 

5. None of this makes sense. 

 

Sorry, this should not be a difficult transaction.

Kind of disappointed with QuickBooks online this week. 

 

GlinetteC
Moderator

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

I'd be happy to help you achieve your goal today, island1.

 

If you haven't created the expense yet, we can try the suggestion provided by my colleague @LilyC.  Create two expense account and make sure to choose the correct bank or credit card under Payment account instead of creating a Clearing or Wash account.

 

Here's how:

  1. Click the Plus (+) icon at the upper-right corner
  2. Select Expense.
  3. Choose the Payee.
  4. Under Payment account choose the correct bank or credit card account.
  5. If necessary, choose the correct Payment date.
  6. Choose your Category and enter the Amount.
  7. Click Save and close.

You can do the same process for the 2nd payee and make sure that you choose the same bank account under Payment account and Payment date. 

 

Once done, match the expenses to the amount in your Banking page.

 

Here are the steps:

  1. Go to Banking tab.
  2. Locate the total amount.
  3. Click the radio button Find match.

With these information, you should be able to see both expenses to different payees.

 

See attached screenshot for your reference:

Receive payment.PNG

 

Know that I'm always here if you have follow up questions regarding the process. I'll be sure to help. Have a great day!

island1
Level 2

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

thanks @GlinetteC however, this is a payrun, I am not just doing up an expense. Logically since the payrun matches the exact amount for the multiple pay anyone that it should be really easy to match. But when I am in the bank transaction and choose 'match',  employees or payruns are not in the list of items I can match. 

Mark_R
QuickBooks Team

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

Hello there, @island1.

 

I appreciate getting back to us and providing more details. I'd be glad to discuss further on splitting pay to different payees and matching payruns/payroll.

 

When finding a match, it'll only give you results on the transactions that posted on your bank. Usually, if the payrun/payroll you created was not posted on the bank this will not provide you a result in finding a match.

 

This is why my colleague LilyC suggested the Wash account so all of your payrolls will be expensed on that account. Also, pay anyone transaction that is posted on your bank will be added directly and set the category account as Wash account.

 

In addition, if payroll paid through Wash account, the account (Cash and Cash equivalent) will have a negative amount because of the payroll. 

 

Once you added the transaction from your bank by selecting Wash account as a category, this will zero out the balance of the pay anyone transaction.

 

Feel free to leave a comment below if you have other concerns. I'll be here to help.

193514478629179
Level 1

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

Why can't QBO add multiple payees for an expense on a split transaction.  I do not like the way the split transactions are handled on most reports either.  Most reports keep the split transactions as one instead of showing the split detail.  This is a problem that needs to be addressed.

MariaSoledadG
QuickBooks Team

How do I split a multiple pay anyone payment into different Payees?...It is only giving me an option to split the categories not pay different people in the transaction.

You're right about how the split transaction works in QuickBooks Online, 193514478629179.

 

Since you're unable to add multiple payees for a split transaction, you can use the Class field to define a specific group to a particular payee. I've attached a screenshot for your visual guide:

Also, split transactions will only show as one transaction. You'll want to click the specific transaction in order to show the details. 

 

QuickBooks automatically downloads the latest transactions and match them with what you entered into QuickBooks. Please check this article for your future reference: Categorise And Match Online Bank Transactions In QuickBooks Online.

 

Reply to this thread if you need further assistance with your split transactions. Please know we're always right here if you need help.