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Anonymous
Not applicable

If a single payment transaction can be split between two location

 
Solved
Best answer April 10, 2019

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QuickBooks Team

If a single payment transaction can be split between two location

Hi vandana-shah,

 

The location on the invoice applies to the entire transaction. The option to split a single payment between two locations is unavailable.

You'll want to create different invoices for each location and then apply the payment.

 

To match the payment with the invoices:

  1. Click Banking, and then Banking at the top.
  2. Under For Review tab, locate the payment.
  3. Click the payment and click the Find match radio button.
  4. Set the dates and select the invoices.
  5. Click Save.

You might want to refer to this article for your reference: Add and match downloaded banking transactions.

 

Get back to me if you need further assistance. I'm here to help you some more.

View solution in original post

6 Comments 6
Highlighted
QuickBooks Team

If a single payment transaction can be split between two location

Hi vandana-shah,

 

The location on the invoice applies to the entire transaction. The option to split a single payment between two locations is unavailable.

You'll want to create different invoices for each location and then apply the payment.

 

To match the payment with the invoices:

  1. Click Banking, and then Banking at the top.
  2. Under For Review tab, locate the payment.
  3. Click the payment and click the Find match radio button.
  4. Set the dates and select the invoices.
  5. Click Save.

You might want to refer to this article for your reference: Add and match downloaded banking transactions.

 

Get back to me if you need further assistance. I'm here to help you some more.

View solution in original post

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Anonymous
Not applicable

If a single payment transaction can be split between two location

Thank you, it was helpful :)

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Level 1

If a single payment transaction can be split between two location

Where can we request a feature such that transactions can be split by location just like classes?

 

The location feature is an awesome addition, but as much as we try to keep transactions separated by location it's inevitable that a single transaction will combine products and services for multiple locations and your suggested workaround is less than ideal.

 

Please consider adding this feature soon!! Thanks!

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QuickBooks Team

If a single payment transaction can be split between two location

Thanks for sharing your idea with us, GoForM.

 

Having this option in QBO would come in handy to other users as well. I'll go ahead and send your request to our developers. They'll review your suggestion, just like they do with the other ones, and might consider adding it on a later update. You'll be glad to know that most features in QBO are usually based on the feedback we receive from our customers.

 

You can keep an eye out for new updates. We either send them through email, within QBO, or on our blog site. I'll do the same thing here and let you know if I see anything new similar to this. Have a good day.

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Level 1

If a single payment transaction can be split between two location

I see this was answered in May, just wondering if anything has changed since then, that I am missing. If there was just one more drop down menu, on each line, in the split window for the location. That would be perfect!

Thank-You

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Moderator

If a single payment transaction can be split between two location

Good day, @flyinby.

 

Here in the Community, we're unable to provide any specific timeframe as to when a feature or an ad-on will added to the software.

 

But don't worry, you can visit our QuickBooks Online Blog for the latest news and enhancements that our developers are currently working on.

 

Know that you can always visit our Help Articles page for QuickBooks Online in case you need some tips and related articles for your future tasks.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

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