I want to split a bank expense into 2 categories and 2 projects. I have tried the split screen option in bank transactions but it does not split the payment?

QuickBooks Online (QBO) allows you to split downloaded transactions on the Bank transactions page, Sherry. Below are the steps to help you successfully split your bank expense.

First, can you clarify what you mean by the split screen option in Bank transactions not splitting the payment? Have you encountered any specific error messages?

Here's how to split a transaction from the For Review tab:

1. On the Bank transactions page, select the For Review tab.

2. Find the transaction you want to split and click on it to open.

3. In the Categorise section, click the Split button. 

4. Choose the appropriate categories under the Category column, and select projects under the Customer column.

5. Complete the necessary details, and once you're finished, click the Split and add button. 

If you're still having trouble, try accessing your account in incognito mode to check if it's a browser-related issue. Incognito mode doesn't store cache files that could cause odd behaviors in web-based programs. Here are the shortcut keys for different browsers:

• Safari: press Command + Shift +N
• Google Chrome: press Ctrl + Shift + N
• Microsoft Edge: press Ctrl + Shift + N

If this method works, remember to clear the cache of your regular browser to remove accumulated data. If the problem persists, you can try using a different supported browser or device, as your current setup may be experiencing a temporary issue with the program.

Alternatively, you can split an expense by creating a new expense entry in QBO and then matching it to the downloaded one.

Once you've completed the process, consider running a monthly expense report by supplier to see your total payments to suppliers each month.

Feel free to return here for any additional questions about managing your bank expenses or other transactions in QBO. We got you.