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brewnuts
Level 1

Split Transactions - Can't Select Category

Is anyone else having a problem choosing a Category while splitting a transaction? I am only able to choose one category per split transaction. I'm wondering if there is an error within QBs. Any info would be helpful? Thanks!

4 Comments 4
Candice C
QuickBooks Team

Split Transactions - Can't Select Category

Hey there, @brewnuts

 

It's great to see a new face here in the Community. I hope your day is going well so far. 

 

Before digging further into this problem with categories in a split transaction, I'll need to gather some more information from you: 

 

  • What kind of transaction are you splitting? 
  • What error message do you receive when trying to select a second category? 

 

Providing a screenshot of the transaction will assist me with determining the best solution for your business as well. 

 

I'll be waiting for your response. Bye for now! 

kbrudy
Level 1

Split Transactions - Can't Select Category

Yes, I am also having problems with Split transactions. I have had the following issue for a few months while using different computers (one MAC, one PC) and different browsers (Safari, Chrome): Within "Banking", I select "Split" on a downloaded transaction in order to record it to the correct accounts. The Split Transaction Window appears, but I am unable to select a "Category" (account) to record the transaction to. The list of available categories will not appear even if I type in the name of the category and the transaction cannot be recorded. I called QBKS help and someone suggested I clear cookies and internet history or open Quickbooks within Incognito. Did all these things and the problem still exists. The only thing that ever works is restarting Quickbooks (signing out and in again), but I'm having to do that after transaction. 

brewnuts
Level 1

Split Transactions - Can't Select Category

Thanks for the follow up! Of course when I went to try this morning, everything was working perfectly. My situation was the same as KBRUDY's. If I notice anything acting weird I will follow up. Thanks again!

Tori B
QuickBooks Team

Split Transactions - Can't Select Category

Thanks for following up with us, @brewnuts

 

I'm happy to see your QuickBooks is up and running as it should. Please let me know if you start having issues again.

 

Also, thanks for letting us know you are having this issue too, and sharing the steps you've taken to try and resolve it, @kbrudy.

 

Since clearing the cache (history) from your browser isn't doing the trick, I recommend contacting our Technical Support Team for this one. Our tech support agents can review your account and begin the steps of an investigation to send to our Engineering Team for further review. 

 

You can use the link I've included below to connect with an agent: 

 

 

I'm always around if you have any follow-up questions. Take care, guys! 

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