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geoffshive
Level 1

How do I split a bank transaction and match it to two different existing transactions?

 
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GlinetteC
Moderator

How do I split a bank transaction and match it to two different existing transactions?

Thanks fro dropping by to us here, geoffshive.

 

I'm here to help you with splitting a bank transaction then match them into an existing account in QBO.

 

To split a bank transaction:

  1. Go to Banking and choose your account.
  2. From the For Review tab, select the transaction.
  3. Select the Split button.
  4. Select the Categories(accounts) you want to split the transaction into.
  5. Enter the necessary information in the fields.
  6. Click Save and add.

This article includes the detailed information on how to match and categorize your bank transactions in QuickBooks Online.

 

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