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floatmilwaukee
Level 1

It looks like QB online has been updated and now it will not let me split an entry between two accounts. The reconciled amounts do not change when I enter amounts.

 
9 Comments 9
JenoP
QuickBooks Team

It looks like QB online has been updated and now it will not let me split an entry between two accounts. The reconciled amounts do not change when I enter amounts.

I'll help with your banking transactions, floatmilwaukee.

 

The Split feature is still available in the updated Online Banking. Let me show you how:

 

  1. Go back to the Online Banking section and select a transaction that you want to split. 
  2. Click Categorize.
  3. Go to the right-hand side and click Split

Let me share this article for more details: Categorize and match online bank transactions in QuickBooks Online

 

For non banking transactions, follow the steps in this article on how to use multiple accounts in a single transaction: Enter a split transaction into the register.

 

Let me know if you need anything else. 

 

split.PNG

floatmilwaukee
Level 1

It looks like QB online has been updated and now it will not let me split an entry between two accounts. The reconciled amounts do not change when I enter amounts.

I know it’s there, but it no longer works.  If I select split and enter the amounts the “split amount” does not update at the bottom right and instead shows a difference equal to the total expense.  The “apply and accept” button is then grayed out and cannot be pressed to submit entries.  So I’m not able to do anything and am stuck.  

 
Andy
floatmilwaukee
Level 1

It looks like QB online has been updated and now it will not let me split an entry between two accounts. The reconciled amounts do not change when I enter amounts.

I know it’s there, but it no longer works.  If I select split and enter the amounts the “split amount” does not update at the bottom right and instead shows a difference equal to the total expense.  The “apply and accept” button is then grayed out and cannot be pressed to submit entries.  So I’m not able to do anything and am stuck.  

 
Andy
jamespaul
QuickBooks Team

It looks like QB online has been updated and now it will not let me split an entry between two accounts. The reconciled amounts do not change when I enter amounts.

Hello, Andy. 

 

Thanks for getting back here with the clarifications and more details. I have a couple of solutions to help you fix the grayed out Apply and accept button. 

 

In the split transaction window, you'll want to zero out the difference. QuickBooks won't highlight the Apply and accept button if it's more than, less than or equal to the original amount. 

 

split1.PNG

 

If everything was done correctly, then this is likely a case of a browser cache issue. A full cache storage can cause problems on webpages, buttons, and other contents.

 

To confirm this, use a private or incognito browser. It doesn't use the existing cache data, which is a good way to rule out this issue. The shortcut buttons:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

In the private or incognito window, split your transaction again. If it works, close the window and go back to your regular browser. Next, clear its cache storage then close it to complete the process. 

 

Using another supported browser is also a good alternative.

 

After splitting the amount successfully, I'm sure you have other things to do in QuickBooks Online. Our articles are always available if you need help. 

 

Got other future questions in mind? Please post your reply with the details of the issue and I'll get back to you for assistance. 

Goodweather
Level 1

It looks like QB online has been updated and now it will not let me split an entry between two accounts. The reconciled amounts do not change when I enter amounts.

What if I already clicked Add and reconciled? I need to go back and split several transactions I missed..

AlexV
QuickBooks Team

It looks like QB online has been updated and now it will not let me split an entry between two accounts. The reconciled amounts do not change when I enter amounts.

Hi Goodweather!


Thanks for joining this thread. Let me assist you in splitting transactions.


The purpose of splitting transactions is to be able to categorize each portion of the split independently.  For example, if one transaction should hit two income accounts, then you need to split it and categorize each portion accordingly.


Reconciliation only affects the bank or credit card account. However, please note that you won't be able to split it once added and reconciled. You'll need to undo it from the Banking, split and categorize, then reconcile it again.

 

Follow these steps:

  1. Go to the Banking/ Transactions menu and select Banking.
  2. Select the tile of the bank or credit card account, then select the Categorized tab.
  3. Find the transaction you need to split and click Undo.

 

Once done, the transaction will be transferred back to the For review tab. From there, you can split and categorize it.


Also, please note that you'll need to do a mini-reconciliation. That is because undoing a transaction from the Banking will result in an error since it'll be removed from your reconciliation. The mini-reconciliation will mark the split transactions reconciled.

  1. Go to the Accounting menu and select Chart of Accounts.
  2. Find the bank or credit card account and select View register.
  3. Locate the split transaction and select it to expand the view.
  4. Under the Reconcile and Banking Status (column with a checkmark) column, repeatedly click the field until you'll see the letter R, which means reconciled.
  5. Tap Save.

 

You can check this link: Learn the reconcile workflow in QuickBooks. This has different articles on how to fix reconciliation-related issues.


Don't hesitate to post again here if you need more assistance in handling transactions. QuickBooks Community is always here to help.

GRNK
Level 1

It looks like QB online has been updated and now it will not let me split an entry between two accounts. The reconciled amounts do not change when I enter amounts.

I am having the same problem.  I tried all your suggestions, and nothing has worked.  The apply and accept is still grayed out.

JenoP
QuickBooks Team

It looks like QB online has been updated and now it will not let me split an entry between two accounts. The reconciled amounts do not change when I enter amounts.

Thanks for joining us here, GRNK.

 

We'd really want to make sure that you're able to divide your transactions between multiple accounts. I also appreciate you telling us that you've followed all the steps that are shared in this thread.

 

In this case, I recommend reaching out to our phone or chat support teams. They can take a closer look at the bank transactions and check for more information to determine why you're not able to split them. 

 

Follow these steps on how to contact them inside QBO:

 

  1. Click the Help menu in the upper-right hand corner of your QBO account.
  2. Type in "Talk to a human" in the chatbox, then press Enter.
  3. Enter the same phrase again and press Enter one more time.
  4. Select No
  5. Choose between Chat with us or Have us call you.

 

contact qbo.PNG contact qbo2.PNG

 

 

Don't hesitate to get back here and keep me posted if you're able to split your banking transactions. It would also be a pleasure to offer our help again you need anything else from us. 

BLW09
Level 1

It looks like QB online has been updated and now it will not let me split an entry between two accounts. The reconciled amounts do not change when I enter amounts.

Did this get resolved for you? I can't split my transactions anymore also! I have a ton of entries to make, but the darned program won't let me split them now! Please, Quickbooks Support, do not explain to me how to split a transaction: I've been splitting transactions for almost 30 years now. Clearly there was some sort of update done and now it's all messed up. Floatmilwaukee, if you received assistance, I'd love some direction. Otherwise, Quickbooks, please direct this issue to programmers! I was on the phone for over an hour today trying to resolve this. I AM able to split downloaded transactions - as long as I do it from the banking "for review" screen - but ONLY if I do it from that screen. I literally cannot do my work because of this.

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