Can you split a single donation from one person into two different projects? If so how?

Hello there, @office109.

You can track the donation transactions by adding projects and expenses under the donor’s name. I can see that you have a duplicate post about your concern.

Please see the response by my college in this link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/in-a-project-for-tracking-a....

Let me know if there’s anything else you need me to assist you today. I’d be glad to help. Take care.

Hi and thank you.  This was not a duplicate posted question, it is actually a different issue (the other question was adding funds from different donors to one project).  This question is asking if you can take one donation from one individual donor and split it between projects.  Example:  one $2,000 pay-pal deposit received from donor X, $1,000 restricted for "project A" and $1,000 restricted for "project B".  Is that possible?  I have tried but it looks like all the funds get assigned to both projects ($2000 in project A and $2000 in project B).  

Yes, you can separate it into two projects, Office109. I'll guide you with the steps.

You can create a deposit, add the projects, then manually divide the amount. Here's how:

1. Click the New or Plus sign (+) icon.
2. Select Bank deposit.
3. Under Add funds to this deposit, add the projects, then enter the amount. 
4. Select an income account.
5. Click Save and close. 

I'll include a screenshot for better guidance.

When you pull up the Income by Customer Summary report, the funds are assigned to both projects.

Reach out to us if you have more questions. We're here to address them. 

Sorry, I am unclear where to start.  Are you creating a new Deposit?  The money is already deposited and reconciled.  I need to go back and split it between the two projects.  I was trying to do this in the register, will that work?  Sorry I am not following.

Hi, thank you for the help.  I have tried that several times and the funds are not showing up in the designated project transactions.  I tried changing the "Received From" to the specific Donor fund but then it puts the entire deposit in both funds (not split).  Not sure what I am doing wrong.  

Good morning, @office109.

Allow me to chime in and help with splitting your donation.

Transaction splitting is possible, but not when the transaction is reconciled. Meaning you have to unreconcile the transaction to edit its location. I recommend contacting your accountant to unreconcile the amount to ensure your books won't be affected. When the amount is unreconciled, you can follow the steps listed above by @Anonymous to add the deposits to the correct projects.

Please don't hesitate to touch base with me here if you need any additional assistance. I look forward to hearing from you again.

Ok, well I figured it out.  The total Deposit shows in the transaction report but the total in the fund is correct.  Strange it shows up this way on the report, I woudl think only the Project portion would show up on the page.

Thank you all for your help.

Hello, @office109.

Thank you for the feedback on splitting a donation in QuickBooks Online. We sincerely appreciate your insight because it helps us build a better customer experience.

If you have any more questions, comments, or concerns or compliments, please feel welcome to reach back out as we would be more than happy to assist.