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DBaccounting
Level 1
posted
‎July 28, 2024 01:25 PM
last updated ‎July 28, 2024 1:25 PM

Creating Bulk Transaction Splits

A client needs to split nearly all expenses into 4 different classes based on percentages. 

for example all utility bills are split between 4 classes.  The percentages are derived at the end of the month based on performance of those 4 classes.  The why is not relevant to the discussion, let's just say it's a customer satisfaction issue and is a hard requirement.

 

It would be so very nice if there was a tool that would allow me to use something like the Reclassify Transactions Tool to include percentage splits in the reclassification.  That would save a ton of hours on monthly reclassifying.

 

Ideally, if I could select 1000 transactions, or selectively choose from a pick list and then give them all the same split percentages, that would be absolutely awesome!

 

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1 Comment 1
KimberlyS
QuickBooks Team
QuickBooks Team
‎July 28, 2024 02:29 PM

Creating Bulk Transaction Splits

We appreciate you bringing your idea here in the Community, DBaccounting.

 

Indeed, it would be great to include percentage splits when reclassifying transactions in QuickBooks Online Accountant. However, this feature is currently unavailable.

 

Therefore, I recommend sending feedback directly to our product development team. Your insights might be incorporated when working with future product updates, considering how they can improve customer experience when performing different accounting tasks.

 

Here's how:

 

  1. Proceed to the Gear icon.
  2. Select Feedback under Profile.
  3. Enter your product improvement ideas.
  4. Click Next.

 

On the other hand, you may want to explore this material to discover a wide range of accounting tools that can enhance your bookkeeping experience.: Use accountant tools and features in QuickBooks Online Accountant.

 

We'd be delighted to hear from you again if you have additional suggestions or questions about splitting bulk transactions in QuickBooks Online Accountant. Kindly drop them below, and we'll get back to you instantly.

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