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davidadiakdmd-at
Level 1

Is it possible to split one check or debit payment into multiple accounts? Example: write one check to state farm for office insurance and for work comp insurance.

 
1 Comment 1
JamaicaA
QuickBooks Team

Is it possible to split one check or debit payment into multiple accounts? Example: write one check to state farm for office insurance and for work comp insurance.

Yes, you can split transactions to record them in multiple accounts in QuickBooks Online, @David. I'd be happy to walk you through the process.

 

If you already have recorded a check and want to split it into different categories, you can do so by following these steps:

 

  1. On the left pane, go to the Accounting menu and select Chart of Accounts.
  2. Click the View register link for the account where the check was posted.
  3. Press the check then click the Edit button to open its window.
  4. Add the other accounts in the Category details section.
  5. Tap Save and close.

 

After that, you can check your Chart of Accounts to see if it shows up as split transactions. Here's a sample screenshot for a visual reference:


See this article to learn more about recording multiple accounts in a transaction: Enter a split transaction into the register.

 

I've added these resources that tackle how COA and checks work to the program:

 

 

I'm just one post away if you need a hand with splitting checks or managing your accounts. I'd be pleased to help you out. Take care always.

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