Can you split transactions with different territories? If so how?

Good morning, @debie.

I hope you're having a great day so far.

Good news, you can do this in QuickBooks Online. Let me explain how.

1. Open the Accounting menu and click Chart of Accounts.
2. Find the account for the transaction and select View register under the Action column.
3. Choose the transaction, then hit Edit. (The entry screen for that transaction will open).
4. Enter the other accounts to add with the amount. (Please note: The amounts for each account should add up to the total of the transaction).
5. Then you will click Save, and the transaction will now display Split in the Account column.

That's all there is to it. For more details, you can check out: Enter a split transaction into the register.

Reach back out if you still need help or have further questions. I'll always be here step by step. Take care!

Hi,

I do not see where I can split the TERRITORIES. I have one payment but would like to slip it between territories. I do not see that?

Can I possibly go in the register - Edit the transaction to reflect 1/2 the amount with the correct territory and then add a check with the other half amount with the other territory?

Hello again, debie. I appreciate your prompt response. 

If you're referring Territories as Locations, then you'll need to create different invoices for each location. Since right now, there's no option to divide the invoice to multiple locations. You may want to consider using class tracking. This feature lets you allocate a class on each line item on the invoice. 
 

To learn more about Class and Location tracking feature, read these articles:

• Get started with class tracking in QuickBooks Online
• Set up and use location tracking

If you have any follow up questions, let me know by commenting below. I'm happy to answer it for you. Take care.

We do have locations set up and on. So I can track by location. But want I wanted to accomplish was one payment to a vendor and be able to split that in 2 locations. 

I appreciate you getting back to us and sharing additional information, @debie.

At this time, QuickBooks is designed to add one location for every transaction. 

I can see how useful it is for you and your business to split one transaction into two locations. However, the only way we can consider right now is to create two transactions with different locations. 

Just in case you want to customize your sales forms by location, feel free to check out this article for more guidance: Customize sales forms by location.

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.

Keep in touch if you need further assistance with this, or if there's anything else I can do for you. I've got your back. Have a good day.

Can I possibly go in the register - Edit the transaction to reflect 1/2 the amount with the correct territory and then add a check with the other half amount with the other territory? Or will this mess the books up?

Hi there, @debie.

I hope you're having a good day. 

You can go to the register and edit the transaction for half the payment.  I would consult with an accountant before you change the transactions. It reflects on your books, and you'll need to be sure it all comes out accordingly.

I'm always here to assist in any way I can. Reach back out if you have any further questions or concerns. Have a great day.

Kayla do you know what this will change in the books if I split payments in the register?

Thank you for getting back to us here on the Community page, @debie.

Splitting the payment on the register may affect your reconciliation. The best thing you can do for now is to create a wash or clearing account for the payment created.

To create a clearing account:

1. Log in to your QuickBooks Online (QBO) account, then go to the Gear icon at the upper-right corner of the page.
2. Pick Chart of Accounts under Your Company.
3. On the Chart of Accounts screen, click the New tab.
4. Choose Bank for the Account Type. You may choose any detail type you want for your clearing account.
5. Type in the Name for the clearing account.
6. Make sure you do not type in any amount on the balance before clicking Save and Close.

Then, record an expense transaction from your payment (checking) account to the wash account.

From the clearing account, you can write two expense or check transactions with the designated location. This will appear as a whole amount on the bank register while diving the payment into two locations. For your reference about adding checks and expenses in QBO, read these articles:

• How to write checks
• Enter, edit, or delete expenses in QuickBooks Online

Get back to me if there's anything you need assistance with. I'm always here to help. Have a good day!