new accounts being categorized as split expense

rfmtaylor · ‎January 22, 2024

Every time I make a new account for transactions and then categorize a transaction to that account, it will save as a split expense. Like if I create a new name for an expense, categorize it and then find the transaction in the "categorized" section, it will say split expense instead of the account name I created. It will do it every time I categorize something into that new account. I've found that the only way to stop it is by going to chart of accounts, finding the new account I made, and then editing every field in it and resaving. Has anyone else experienced this? I have 3 different business accounts saved under the one ID and all 3 do it. Am I doing something wrong or is it a glitch? It didn't always do this, just started happening a few months ago.

Erika_K · ‎January 22, 2024

I understand the importance of categorizing our transactions to the appropriate accounts, taylor.

Beforehand, may I ask if these transactions have multiple line items? If so, please note that it will be automatically classified as a split transaction to recognize the line items.

Or if you've created a rule? A screenshot would be much appreciated.

In the meantime, we can perform basic troubleshooting steps to determine if the issue is related to the browser.

When you visit a website, your browser's cache saves files to make the website load faster on your next visit. However, these files can become outdated and cause issues with accessing websites.

To fix this, we need to open your QuickBooks Online (QBO) account on an incognito window, which will prevent your browser from saving any history.

You can refer to the following keyboard shortcuts based on your browser type:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

If the private browsing session works, clear the browser's cache so the system can restart. This task is also possible in other supported, up-to-date browsers. Clearing the cache helps isolate and resolve unexpected issues with the program.

Furthermore, I'll add this guide about matching you're bank and credit card statements in QBO: Reconcile an account in QuickBooks Online.

I'm still ready to assist if you have further questions about categorizing your transactions. Just hit the Reply button. I'll be here to lend a hand.

HeavyPug · ‎January 22, 2024

Based on the information you provided, it seems that every time you make a new account for transactions and then categorize a transaction to that account, it will save as a split expense instead of the account name you created. You also mentioned that this issue started happening a few months ago and you have 3 different business accounts saved under the one ID and all 3 do it.

I found a thread on the QuickBooks Community forum where a user reported a similar issue with expens.... The moderator in the thread explained that expense categories will appear as “-Split-” if your transactions have multiple line items. They also provided steps to view the complete list of your transactions with splits using the Transaction List with Splits report.

It’s possible that the issue you’re experiencing is related to the number of line items in your transactions. I recommend that you review your transactions to see if they have multiple line items. If that’s the case, you can use the Transaction List with Splits report to view the complete list of your transactions with splits.

If you’re still experiencing issues after reviewing your transactions, you can try reaching out to QuickBooks support for further assistance.

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new accounts being categorized as split expense

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