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HOW CAN I ADD MORE THAN ONE ACCOUNT IN A BANK REGISTER?

SUCH AS ONE CHECK WAS WRITTEN BUT SOME OF IT GOES TO PARTS AND SOME GO TO SHOP SUPPLIES
1 Comment
QuickBooks Team

Re: HOW CAN I ADD MORE THAN ONE ACCOUNT IN A BANK REGISTER?

Hi there, @dieselautoinc.

 

Welcome to the Community page. If you're trying to record multiple accounts in a transaction, you'll need to split that (check) transaction in the register to categorize it respectively. Here's how:

 

1. Go to the Banking tab on the left menu. 
2. Select Banking.
3. Choose the correct bank account and click the transaction. 
4. Select the Split button.  
5. In the Split Transaction window:

  • Enter the amount that goes for the Parts.
  • Enter the information and the amount intended for Shop Supplies on the next row. The amounts for each account should add up to the total amount of the transaction. 

7. Click Save

 

Once done, the transaction displays as Split in the Account column.

 

For future reference, you can also read this through our help article:  Assign, categorize, edit, and add your downloaded banking transactions. It guides you in the right direction after you've downloaded transactions from your financial institution.

 

Feel free to post again if you need help with anything else. We're always here for you.