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Sjthiele
Level 2

QBO will not let me undo splits

QBO has automatically added a split to several transactions. (No, they don't have multiple line items, I have no idea why the system decided to apply a split in the first place.) When I go in to edit, I delete the additional split line per QBO help, but it won't acknowledge that the split no longer exists. I've made sure the total amount is correct, tried leaving the additional line but leaving it as a $0 amount, etc. It still says that the split amount doesn't add up to the total and won't add the categorization. The difference even says $0, it just won't accept that the split we never asked for has been deleted.

 

Any work-arounds for this?

6 Comments 6
Sjthiele
Level 2

QBO will not let me undo splits

Additional information: Realized that it still gives me the "Splits won't balance" message even when it says there are no splits registered. This seems to only be happening from the Paypal account and seems to be exacerbated when I try to correct the payee. No matter the rule, QBO seems to try to change the Payee to Paypal, so correcting it to Netflix for example, seems to break the system.

IrizA
QuickBooks Team

QBO will not let me undo splits

Thank you for the additional information about split transactions, Sjthiele

 

As I use my resources using the information you've mentioned, it turns out that there's an ongoing investigation at the moment (INV-96772). Therefore, I recommend contacting our online team support. This way, they can add you as one of the affected users and may give you some advice or workarounds. 

 

In addition, you'll be able to get an update via email regarding the status of the said issue. Also, please know that there's no specific timeframe as to when this concern be fixed. 

 

Kindly follow these to contact them:

 

  1. In your QBO account, select Help (?)
  2. Choose the Search tab.
  3. At the bottom of your screen, click Contact Us.  
  4. Type your concern. Then click Continue
  5. You may choose CallbackAppointment, or Chat as your way to connect with us. 
  6. Kindly fill out the provided field such as your First nameLast nameEmail address, and Phone number. 
  7. Depending on what you choose as your way to connect with us, click CallbackSchedule appointment, or Chat. 

 

You may also want to learn more about the Support hours of QuickBooks

 

After the issue is fixed, you may want to proceed with reconciling your accounts so that they always match your bank and credit card statements. 

 

If you want to clarify things about your transactions in QuickBooks, please enter it in the comment section so that I can assist you. 

blues
Level 3

QBO will not let me undo splits

me too, netflix and quickbooks,  

blues
Level 3

QBO will not let me undo splits

tech support is a joke

Sjthiele
Level 2

QBO will not let me undo splits

Since I had to work through this last year and the issue still isn't fixed, here's what I did.

 

If it is through Paypal, you can't change the name of WHO is getting paid. That seems to be part of what triggers the split. This may be true on other banking issues, but only know it was related to the Paypal issue. 

 

So, whatever name it gets assigned to, you'll generally have to leave it. Then categorize it properly and leave a note in the memo that it's actually for netflix or whatever. At least it's categorized correctly, which is the big thing for the end of year. If the payment is for a subcontractor that you need to track payments to them for 1099s, you'll have to ignore/delete the transaction and manually re-add. 

 

Otherwise, the work around is to ignore all the transactions and upload them via CSV.

 

All of this is dumb and should have been corrected by Quickbooks already, but sharing my work arounds for those in need.

nk--quick
Level 1

QBO will not let me undo splits

INV-96772 was closed with no resolution. I just called in and it's been re-opened. This is still a problem and easy to reproduce with paypal feed. In my case, even changing the account causes this ghost split to show up and it cannot be deleted. Even if you add a split, it still will say the amounts don't add up and won't accept it. 

 

Screenshot 2024-09-26 at 11.23.24 AM.png

 

Folks, this is an insane bug to have. It should be a simple thing to reproduce with a paypal feed. I'm certain you have test accounts with all the payment providers to just see this case happen and fix it. It shows a fundamental lack of software development rigor and for a financial company to not jump on this and resolve it is unacceptable. 

 

I look forward to a fix in the near future. I have a call scheduled back end of october and that should be enough time to have this be addressed. 

 

I am paying a LOT of money (for me, anyways) to make my life easy. Instead, I'll have to do a LOT of work now to work around this issue in order to file taxes. 

 

This. is. unacceptable. Do you agree, Quickbooks? 

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