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A21
Level 1

Batch Enter Split Transactions

I am attempting to batch enter a bill. If I enter the bill using "Batch Enter Transactions" and then click the split button, I can split the invoice between different accounts and different items. If I then go to view the bill in the "Enter Bills" window, it shows up how I want to with the total cost split between accounts and/or items.

 

On the QuickBooks website it says: "Alternatively, you can separate one transaction into two or more separate transactions by entering them with the same transaction number on the original spreadsheet. This will help avoid manual data entry."

 

I have a bill with 3 splits, so I tried entering each split as a different line in my excel sheet and used the same "Ref No." for the splits. When I hit "Save Transactions", it created three separate bills with the same "Ref No." Is it possible to create the splits by copying and pasting from excel? Or do I need to manually type them in? Thank you.

1 Comment
HoneyLynn_G
QuickBooks Team

Batch Enter Split Transactions

Greetings, @A21!

 

Thank you for utilizing the Enter transactions by batch feature in QuickBooks Desktop.

 

I'll reach out to our Article Writers department to update the note on the said article. To clarify this, you'll have to manually type in the split transaction. Copy and pasting them will only result in separate bill transactions in QuickBooks regardless if you enter the same reference number.

 

I appreciate you helping us improve our resource materials. I'll also pass along your idea to improve the Batch Enter functionality.

 

Keep me posted if there's anything else you need or if you have follow-up questions. I'm still here to help you more.

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