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So I did my first Multi pay any one transaction through my bank since joining QuickBooks online.This saves me a heap of time with the Bank.So now I have the transaction listed in my bank feed but are unable to split it to the various payees.In the split option it only allows one payee,but I have 9 in this transaction and some are different category's.I have seen there were previous posts on this subject dating back to 2019 and 2020 but none of the solutions are acceptable to me.I am hoping that Quickbooks online have listened and made it simpler to process this type of transaction (I know in Xero it is a simple option).
Can anyone please assist me,if I am missing something on how to split Multi payments as this will be an ongoing issue for me.
Solved! Go to Solution.
Thank you that seemed to work,its a bit long winded especially as I have an entry coming through with 22 payees but as I said at it worked.It would be good if QuickBooks online upgraded its options to allow multiple payees in the "split" option.Maybe something to consider!.
Thank you for your replies...
Hi hbscoresby@optus,
As of the moment, you can only select one payee when you split a bank transaction but you can allocate it to a different category. If you would like to allocate a transaction to a different payee and category, you can create a transaction in QuickBooks Online by going to + New. Make sure that the bank payment account selected is the same as where the bank transaction was downloaded. Once done, you can match the manually recorded transaction to your bank feed. Let me show you how to match an online bank transaction.
You can also check on this article for your reference: Categorise and match online bank transactions in QuickBooks Online.
Feel free to drop a comment below if you have any other questions. Have a great day!
Sorry but to be clear you said "QuickBooks Online by going to + New.". New what???
Thanks for getting back to us,
You can find the + New button on the left-hand side of your QuickBooks Online account. It's right above the Dashboard tab in the left navigation tab after signing in to QBO.
Furthermore, about the Split option in the For Review tab, please check if you have a Customer column to choose from? You should be able to select different customers per line item each time you select Split. Please refer to this article to learn more about how to Categorise and split online banking transactions in QuickBooks Online.
Message us back if you need more help with your bank feeds. The Community is here to help you.
yes I am aware of where the new button is!,but what do you select next?,new what?
Thanks for your reply, hbscoresby@optus.
The transaction type you're going to create in + New option will depend on the downloaded bank transaction. First thing you'll need to do is to check and identify if the downloaded bank transaction is a money in or money out.
Here's how to check:
If it is a money in or showing on the Received column, you can create an invoice and sales receipt. However, if it is a money out or Spent transaction, you can create an expense or bill. Make sure that the payment account or deposit to account on the transaction created is the same as to where the bank transaction is downloaded. Doing so, it'll be easier for you to match it on the Banking page.
Let me know if you have any other questions and I'd be glad to help.
Thank you that seemed to work,its a bit long winded especially as I have an entry coming through with 22 payees but as I said at it worked.It would be good if QuickBooks online upgraded its options to allow multiple payees in the "split" option.Maybe something to consider!.
Thank you for your replies...
Happy to hear that the option provided above works well for you. Thank you as well for providing a great suggestion on adding multiple payees when splitting a bank transaction. Please know that you can send your valuable feedback and product suggestion on your QuickBooks Online account by clicking on the Gear icon and select Feedback. We're looking forward to have this feature be available on the future releases of QuickBooks Online.
Feel free to message us back if you need any help. Have a great day!
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