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oporter2-gmail-c
Level 1

How to split my direct deposit into two different bank accounts for Self-Employed?

 
4 Comments 4
ReymondO
QuickBooks Team

How to split my direct deposit into two different bank accounts for Self-Employed?

Hi there, @oporter2-gmail-c.

 

The Direct Deposit feature is unavailable in QuickBooks Self-Employed (QBSE). This feature is only available for QuickBooks Online (QBO) and QuickBooks Desktop. 

 

If you want to switch your subscription, you can follow the steps in this article: Switch from QBSE to QBO.

 

Once done, you can now set up direct deposit for two bank accounts. Here's how:
 

  1. Go to the Payroll menu and select Employees.
  2. Click the employee's name.
  3. Select the Edit ✎ icon next to Pay.
  4. Under How do you want to pay this employee? select how the employee wants to receive their pay.  (Splits can only be done as a dollar amount, not as a percentage.):Direct deposit to two accounts
  5. Enter the routing and account numbers from the employee's voided check and select Done.

 

Additionally, here's an article that will guide you in paying your employees: Create and run your payroll.

 

If there's anything I can help you with, please hit the Reply button and tag my name in your comment. I'll always have your back.

oporter2-gmail-c
Level 1

How to split my direct deposit into two different bank accounts for Self-Employed?

Apologies, I didn't mean to say Direct Deposit. I mean splitting my inbound payments (usually my clients pay via credit card) to two different bank accounts. Is this possible with QBSE?

JessT
Moderator

How to split my direct deposit into two different bank accounts for Self-Employed?

Hi oporter2-gmail-c!

 

Yes, this is possible. Your customer will only need to edit the payment amount so they can make a partial payment. Then, they can pay the remaining balance.

 

  1. Open the invoice email and select Review and pay.
  2. Select the pencil ✏️ icon to edit the Payment Amount.
  3. Enter the partial amount.
  4. Complete the rest of the fields and select Pay.

Tip: If you don't want customers to make partial payments, let them know ahead of time.

 

I'm just right here if you have additional questions in mind. Happy weekend!

Sazarael
Level 1

How to split my direct deposit into two different bank accounts for Self-Employed?

You didn't answer the question. What you said does not allow an incoming payment to be split into separate accounts without making separate payments.

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