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matthewtesta
Level 1

How to split a bank transaction (expense) to multiple locations?

Hi.  I'm a bit late to the party here... however this topic is definitely something that's been an issue for me for a while.

 

Any idea when we will have this feature launched?  It is truly is a game changer for the software value for those of us in real estate development and would validate QBO as a bonafide accounting solution for us in this space.

 

Thank you!!

 

Screenshot 2023-07-07 at 10.56.03 AM.png

 

bweiss372
Level 1

How to split a bank transaction (expense) to multiple locations?

Where is the option to add additional memos? When I go in to edit it, you can add additional lines, etc. but I don't see how I can enter a separate memo for each split

Nicole_N
QuickBooks Team

How to split a bank transaction (expense) to multiple locations?

Hi, @bweiss372. It's glad you joined the thread. 
 

Please know that the Memo feature in QuickBooks Online is designed and used for the entire transaction. That said, the option to separately add another memo to each line item in a split transaction is unavailable.

 

As a workaround, you can use the Description field. It allows you to enter notes or information for each line item or split transaction. Refer to the screenshot below for visual reference:

 

 

While this option is unavailable, I recommend sending feedback to our product developers. This way, they can further review which parts of the program need enhancements and consider adding them to future updates. 

 

I'm adding this article to learn how to run basic reports in QuickBooks: Run reports in QuickBooks Online

 

Thank you again for posting. If you have any other questions, please let me know. I'm looking forward to hearing back from you.

DHart1
Level 1

How to split a bank transaction (expense) to multiple locations?

This feature request has been pending for almost 3 years. We need the ability to split transactions by location. for example our PGE bill comes in one bill, I need to split the transaction across 2 locations. How is this not a possibility 3 years later is beyond me. this is a P0 issue for many people, quickbooks product managers please listen to your customers here.

jjtoaken name
Level 1

How to split a bank transaction (expense) to multiple locations?

YES!  3 years later and a basic function for businesses with multiple locations isn't available.  

GenmarieM
QuickBooks Team

How to split a bank transaction (expense) to multiple locations?

Hello, @jjtoaken name.

 

I understand the importance of splitting transactions with multiple locations. Currently, splitting bank transactions with multiple locations is unavailable in QuickBooks Online. I suggest sharing your feedback to our developers about it. This will enable them to review the request and potentially incorporate it into future updates.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a few phrases about how you want to split bank transactions with multiple locations.
  4. Click Next.

 

Furthermore, I'm adding this helpful article to keep track of the feedback request you've sent:

Customer Feedback for QuickBooks Online

 

You can visit this link for your future reference if you want to reconcile your accounts in QuickBooks Online: Reconcile an account in QuickBooks Online

 

Be sure to let me know if you have more questions about this or any QuickBooks related concerns. I'm always here to help.

C41
Level 1

How to split a bank transaction (expense) to multiple locations?

Any update here? I agree with the other posters that it is shocking you cannot split by Location.

ChristineJoieR
QuickBooks Team

How to split a bank transaction (expense) to multiple locations?

I heard your sentiments, @C41. I can see the convenience of having to split transactions to multiple locations in QuickBooks Online.

 

We are committed to providing the best possible service to our customers, and your feedback is advantageous in helping us achieve this. We are constantly working on updates and improvements to enhance the functionality and user experience of QuickBooks Online.

 

Since we're unable to split banking transactions to multiple locations, I suggest submitting feedback.

 

We appreciate your patience and understanding as we strive to make QuickBooks Online as comprehensive and user-friendly as possible, and we would like to send our heartfelt gratitude for being with us and using QuickBooks Online.

 

If you are willing to submit your suggestion, check out the steps below:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

b1.png

 

You'll want to track your suggestions through this website. You can also visit our blog to keep up with our recent events and developments.

 

If you have other questions about managing reports, add them below. Please don't hesitate to reach out if you have suggestions or concerns. Your satisfaction is our top priority.

DHart1
Level 1

How to split a bank transaction (expense) to multiple locations?

Christine this has been asked for 4 years now. Asking people to submit feedback on this feature request when everyone and their mom has done that for 4 years is silly. Either you internally find out if it’s in the roadmap and set expectations on when it’ll launch / be available. Or tell us once and for all it’s never going to happen. Don’t leave us with false hope like your previous reply does 

FR Store
Level 1

How to split a bank transaction (expense) to multiple locations?

Just an FYI, I am very likely moving to different accounting software because QBO cannot perform such a simple, vital accounting action such as splitting transactions by locations. Its ridiculous.

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