How can I split a credit card transaction over 2 properties?

Hi dspertner,

If you're trying to match a transaction to multiple entries, here's how to do it:

1. Select Banking.
2. In the For Review tab, select the credit card transaction.
3. Click on Find match.
4. Select All and change the date range.
5. QuickBooks will show up all possible entries that match with this transaction.
6. Select the entries and click on Save.

Otherwise, you can add a credit card transaction with split categories. Here's how:

1. In the For Review tab, select the transaction.
2. Click on Split (beside the Add button).
3. Choose the categories.
4. Click on Save and add.

Let us know if you need anything else. We're here to help. 

Thank you for following the steps above, krmartin100.

Missing payee name or expense account can be the reason the Save and add button is grayed out. Let's make sure that everything is filled out. 

Please see this sample Split Transaction: 

If the button is still unavailable, let's log out from your QuickBooks Online account and log back in. By doing this, the system reloads the data that didn't process due to some browser-related issue. Then, go to the Banking page, select the transaction, and click on Split. 

Otherwise, please use the Master Admin's login credentials when accepting bank transactions. System restricts a user when the access rights doesn't include managing bank transactions.

We'll be glad to answer any questions. Please go ahead and post them here.