cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Can I edit fuel & oil transactions to now include split transaction as a batch change. 12 months of entries to amend so I can submit my BAS Thanks Chad

 
1 Comment
Highlighted
QuickBooks Team

Can I edit fuel & oil transactions to now include split transaction as a batch change. 12 months of entries to amend so I can submit my BAS Thanks Chad

Let me welcome you first to the Online Community, info418.

 

The option to split transactions by batch is unavailable at this time. You'll have to run the Transaction Detail by Account Report and then open each entry to add the other account.

 

  1. Tap the Reports menu to enter the Transaction Detail by Account Report in the search field.
    tr.png
  2. Set the date by clicking the Report period drop-down.
    tr1.png
  3. If you want to refine the data displayed on the report, click the Customise menu.
    tr2.png
  4. Click on the Run Report to reflect the changes.

Next, look for the fuel and oil transactions and then click on them to view the complete details. The screen for the entries will open.
tr3.png


For example, if it’s a cheque, go to the second line to add the other account. Enter the amount and make sure it should sum up to the total figure of the transaction.
tr4.png


You’ll have to perform the process one at a time. After following these steps, the transaction now displays split in the Account column.
tr6.png

I also want to ensure you're up to date on the latest product improvements. I’m adding an article where you can view the information: QuickBooks Resource Centre

 

Reach out to me if you need anything else. Please know I'm more than happy to assist further. Have a good one.