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Best answer February 02, 2023
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Hi there, @RobertBarber. I want to ensure you'll be able to split an expense to a supplier or projects in QuickBooks Online (QBO).
If this is a downloaded transaction you can use the Split option. From there, you can split a transaction between multiple accounts. Refer to the steps below:
- Click the Banking menu and select the bank account where the transactions are allocated.
- Next, look for the expense transaction and click to expand the view.
- Select the Categorise radio button.
- Then, click the Split option.
- From there, select the appropriate information for each field.
- Once done, click Apply and accept.
Check this article for reference: Categorise and match online bank transactions in QuickBooks Online.
Then, to split an expense for multiple projects within your QBO program you simply need to select the project name in the Customer/Project column. Here's how:
- In your QBO account, select the Expense menu and click New transaction.
- Choose Expense.
- From there, fill in the needed information for each row.
- Then, select the name of the project in the Customer/Project column.
- Once done, click Save and close.
You can use this link as a guide in performing the process: Enter and manage expenses in QuickBooks Online.
It's also recommended to perform the reconciliation process regularly to ensure your account balance matches your real-life bank statements. To get started, check out this link: Learn the reconcile workflow in QuickBooks.
I'm just around the corner to help if you have any other concerns about managing your expense transactions in QBO. Please don't hesitate to post again here. Stay safe.
Hi there, @RobertBarber. I want to ensure you'll be able to split an expense to a supplier or projects in QuickBooks Online (QBO).
If this is a downloaded transaction you can use the Split option. From there, you can split a transaction between multiple accounts. Refer to the steps below:
- Click the Banking menu and select the bank account where the transactions are allocated.
- Next, look for the expense transaction and click to expand the view.
- Select the Categorise radio button.
- Then, click the Split option.
- From there, select the appropriate information for each field.
- Once done, click Apply and accept.
Check this article for reference: Categorise and match online bank transactions in QuickBooks Online.
Then, to split an expense for multiple projects within your QBO program you simply need to select the project name in the Customer/Project column. Here's how:
- In your QBO account, select the Expense menu and click New transaction.
- Choose Expense.
- From there, fill in the needed information for each row.
- Then, select the name of the project in the Customer/Project column.
- Once done, click Save and close.
You can use this link as a guide in performing the process: Enter and manage expenses in QuickBooks Online.
It's also recommended to perform the reconciliation process regularly to ensure your account balance matches your real-life bank statements. To get started, check out this link: Learn the reconcile workflow in QuickBooks.
I'm just around the corner to help if you have any other concerns about managing your expense transactions in QBO. Please don't hesitate to post again here. Stay safe.
