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360degreestradin
Level 1

Is there a away to separate out transactions with the essential subscription?

 
1 Comment 1
JamesM
QuickBooks Team

Is there a away to separate out transactions with the essential subscription?

Hi there,

 

It's important you're able to separate out transactions in QBO and I'll be happy to give you a hand. 

 

When you enter a transaction into the account history, only one account can be associated with it. But if you need to list multiple accounts, here’s how:

 

Record multiple accounts in a transaction

 

Note: If you didn’t enter the transaction yet, it’s best to open the Invoice, Bill, etc. and associate multiple accounts.

  1. Go to Accounting and select Chart of Accounts.
  2. Find the account for the transaction.
  3. Under the Action column, select Account history.
  4. Find the transaction, then select Edit. The entry screen for that particular transaction opens.
  5. Enter the other accounts to add with the amount.Note: The amounts for each account should add up to the total amount of the transaction.
  6. Select Save. The transaction now displays Split in account column.

Give these steps a try. In case you have further questions, don't hesitate to reach out to our support team using this link

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