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If a single payment transaction can be split between two location

 
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Best answer 04-10-2019

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QuickBooks Team

Re: 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.

4 Comments
QuickBooks Team

Re: 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.

Active Member

Re: If a single payment transaction can be split between two location

Thank you, it was helpful :)

Established Member

Re: 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!

QuickBooks Team

Re: 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.