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shamai_mushen
Level 1

On a sales receipt is it possible to split tender for cash and credit card?

 
4 Comments 4
RCV
QuickBooks Team
QuickBooks Team

On a sales receipt is it possible to split tender for cash and credit card?

Thanks for checking in with us, shamai_mushen.

 

The option to split tender for cash and credit card in Sales Receipt is unavailable. We need to choose either Cash or Credit Card in the Payment method field.

 

However, you can split the transaction to record multiple accounts in QuickBooks Online (QBO). Just follow the steps and details in this article to split them in your register: Enter a split transaction into the register

 

You can also split the transaction in the Banking page by using the Split button.

 

Here's how:

 

  1. Go to Banking on the left menu. 
  2. Under the For Review tab, click the transaction.
  3. Tap the Split button.
  4. Enter the accounts separately in the Category field. 
  5. Press Save and add.

splitt1.PNGsplitt2.PNG

 

To learn more about managing your sales receipts, refer to this link: https://quickbooks.intuit.com/learn-support/en-us/sales-and-customers/sales-receipts/08?product=Quic....

 

I'm just one post away if you need a hand with recording customer payments or any QBO related. I'm glad to help you out. Take care always.

shamai_mushen
Level 1

On a sales receipt is it possible to split tender for cash and credit card?

This works if QBO has not already found a ‘match’ for the amount in question. If a ‘match’ has been found there is no option for splitting the tender. 

shamai_mushen
Level 1

On a sales receipt is it possible to split tender for cash and credit card?

This works if QBO has not found a ‘match’ for the transaction. If a match has been found the option to split the tender is no longer available. 

Mark_R
Moderator

On a sales receipt is it possible to split tender for cash and credit card?

You're correct, @shamai_mushen. The Split option won't be available once QuickBooks found a match of your bank transactions.

 

For you to be able to split the transactions, you can change it to Add and select Split. Here's how:

 

  1. Go to the Banking page.
  2. Select the appropriate bank account.
  3. Find and select the match transaction.1.PNG
  4. Click Add, then Split.2.PNG
  5. Enter an amount for each split.
  6. Add the Payee and Customer for each split.
  7. Select Save and add.

I'm adding this article for more details: Categorize and match online bank transactions in QuickBooks Online.

 

Just in case you are ready to reconcile the account, here's an article you can read for the detailed steps and information: Reconcile an account in QuickBooks Online.

 

Should you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you. Have a wonderful day and take care always!

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