Hi there, Ozalways. I'm here to ensure your deposit is allocated to their relevant donors and categories.
You can allot the amount of each donation to the relevant donor from one deposit by using the Split feature in QuickBooks Online. I'll guide you on how to do it.
If you've already categorized the transaction, you'll need to undo it from the Categorized tab. This way, you can see it again under the For review tab. If you haven't yet, you can proceed by following the steps below to split your deposit.
- On the For review tab, click on the deposit.
- Tap on Split beside the Add button.
- Choose the donors in the Received from column.
- Select the proper categories for each donation under the Category column.
- You can also fill in the Description and Class columns.
- Input the appropriate amount for each donation under the Amount column.
- Add as many lines as you need by clicking Add lines.
- Click Apply and accept.
You'll have to ensure that the split and original amounts have a zero difference. You can do this by checking that all allocated donations total the deposit amount. Once done, your deposit will be allocated to their appropriate donors and categories.
Check this article out for more info on categorizing your transactions: Match online bank transactions in QuickBooks Online
For future reference, here's a guide on reviewing your accounts in QuickBooks: Reconcile workflow.
Please reach out if you have any additional questions about categorizing and splitting your deposits. I'll be there for you at all times. Stay safe and have a great day!
