Rule for split transaction not working

Let's work together to ensure your bank rule categorizes your transactions accurately in QuickBooks Online (QBO), @dpic44.

First, we appreciate the screenshot you provided so we can visualize the issue. In some cases, a corrupted data cache can interfere with your bank rules. That said, I recommend signing in to your account in a private window to use QBO in a clean slate. Please refer to the keyboard shortcuts listed below.

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Shift + N

Once resolved, return to your original browser to clear its cache so the system can start fresh. Alternatively, you can switch to another compatible browser.

If the issue persists, I recommend deleting and recreating the bank rule. Here's how:

1. Go to Transactions and select Rules.
2. Locate the rule and click the Dropdown icon under the Actions column.
3. Select Delete and click Yes to confirm.
4. Then, recreate the rule.

Moreover, learn how to match downloaded bank transactions in QBO to prevent duplicates by reading this article: Match online bank transactions in QuickBooks Online.

Feel free to reach out anytime if you have other questions concerning bank rules. The Community is only a few clicks away to assist you further. Stay safe and have a great rest of the day.

Thank you.  I'm using the QuickBooks Online Desktop app.  I'm not sure what you suggested will make a difference.  Have you configured a split transaction rule?

Let me help you fix the split transaction rule issues, Dpic44.

In the normal process, you can split transactions with the amount and its remainder without any issues. What my colleague provided @JaeAnnC is a troubleshooting steps that help you sort out if you encounter browser-related issues. Since you're using the QuickBooks Online (QBO) Desktop app, you can reset the app to solve the problem. To do so, follow the steps outlined below:

1. Click the Help menu.
2. Choose Reset App Data.

However, if the issue persists, I suggest uninstalling and reinstalling the application. Then double-check if you can already split transactions successfully. If the issue persists, contact our support team to check why is this happening so they investigate further. Here's how to reach out to them:

1. Sign in to your QuickBooks Online company.
2. Click Help (?).
3. Select either tab to get started:
   • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
   • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
     • Start a chat with a support expert.
     • Get a callback from the next available expert.

In addition, learn how you can review your accounts in QuickBooks to make sure you match your bank and credit card statements. Check out this article on how to reconcile an account. I've added this article for more information: Reconcile An Account in QuickBooks Online.

You can always get back to us if you have any questions about splitting transactions. The Community is always here to cover your needs. Have a nice day!

Thank you, I'll update this post once it is resolved.

Thanks for getting back with the Community, dpic44.

I'm happy to hear MariaSoledadG was able to help get you on the right track towards a solution.

You'll also find many detailed resources about using QuickBooks in our help article archives.

Please feel welcome to send a reply or start a new thread if there's ever any questions. The Community's always here to help. Have a great Tuesday!

Unfortunately, resetting the app did not work.  And neither did uninstalling and reinstalling the app.  The pages are loading faster, so that's a benefit.  Memory management has been a horror over the last few months in the browser and the app from all of the changes the developers are making.  I already sent feedback on this issue through the app.  I'll have to call, but I'm sure it's a bug.

Thank you all for the quick replies.

Nothing is resolved and all suggested methods have failed.  I reported the issue to QB support.  Hopefully they will be able to fix it.