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Everything you need to know about banking in QuickBooks Online - Discover more
Caryn 2
Level 1

split transactions

I have a split transaction that I now do not need to be spilt anymore. How do I edit this? Will it alter the split historically?

1 REPLY 1
Giovann_G
Moderator

split transactions

Hello, Caryn 2.

 

I'll share a method to unsplit transactions in QuickBooks Online.

 

Yes, it will change. You can undo the split transaction in QuickBooks Online, and it will return to the For review page. You can then add or match it again. 

 

  1. Go to the Banking menu.
  2. Select Banking tab.
  3. Click the Categorised tab.
  4. Locate the split transaction, then hit Undo.
  5. After that, the transaction will go back to For review tab.
  6. You can add or match it again.

 

I've included this article for your convenience to ensure your transactions are in the correct accounts: Categorise and match online bank transactions in QuickBooks Online.

 

In addition, I recommend reconciling your account once a month to make sure your QuickBooks balance matches your credit card and bank statement balances. Check out this article for more details: Reconcile an account in QuickBooks Online.

 

If you need further assistance with split transactions, please let me know. I'll be around to help you. 

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