How to record wages to two different people using one imported transaction?

Hello, ArtanisHome. 

I'm here to answer your queries in QuickBooks Online. For you to be able to split the transactions, you can change it to Add and select Split. Here's how:

1. Go to the Banking page.
2. Select the appropriate bank account.
3. Find and select the match transaction. 
4. Click Add, then Split. 
5. Enter an amount for each split.
6. Add the Payee and Customer for each split.
7. Select Save and add.

I'm adding this article for more details: Categorize and match online bank transactions in QuickBooks Online.

Just in case you are ready to reconcile the account, here's an article you can read for the detailed steps and information: Reconcile an account in QuickBooks Online. 

Keep me posted if you have other questions or concerns. I'm just a few posts away. Stay safe!

Hi,

    Thank you for your help. But there is no transaction to "match" to. I just have the transaction to split, but it only gives me one payee. I can split into two categories, but I can't make a different payee for each.  I also can't just "Add" before split, because when I "Add" the transaction, it simply accepts it with whatever category and Payee it has by default. See attached. There is one Payee at the top, even though I can split however I'd like.

Thanks!

Christine

Thanks for reaching back, ArtanisHome.

In QuickBooks Online (QBO), downloaded transactions that uses Uncategorized Income as their category allows you to have multiple payees. Whereas the Uncategorized Expense, only allows one Payee when splitting the transactions.

Uncategorized Income sample screenshot:

All of this and more about categorizing transactions can be found in this article: Categorize and match online bank transactions in QuickBooks Online.

You'll want to change the category to be able to add two payees. To do that, just click on the transaction and choose Uncategorized Income under Category section.

In case you'd like to work on reconciling your account, you can visit the following articles:

• Reconcile an account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

Reach out to me with whatever questions you may have about banking transactions or anything QuickBooks. I’m always here to assist you further. 

Hi,

    The transaction is an expense (paying employees from checking account), not income.

Christine

Hi, the transaction is an expense,  not income. Do I need to exclude the transaction and manually record the pay as two separate expenses?

Thanks, 

Christine

Hey ArtanisHome,

Nice to see you in the Community! Some customers in your situation have found it helpful to do so. However, I highly recommend speaking with your accountant to see if this is the best practice for your business. We can connect you with one if you don't have an accountant! We offer a Pro-Advisor service where you can reach out to one of our experts in your area, and they even provide a free consultation! Simply enter your zip code and search through the different accountants. Here is the link to Find An Accountant. 

Let me know if you have additional questions! I will be happy to help you further. Take care for now.