split transactions (bank debit card or check)

SearchGal · ‎February 23, 2022

Hello,

How does one split a transaction within a bank account under the Chart of Accounts? Perhaps "split" is not the correct term yet I have used Quicken for years prior to upgrading to Quickbooks.

Specifically, let's say I use my debit card or write a check at a merchant and wish to break-down the expenditure...

AnyVendor, LLC

Computer hardware: $400.00

Computer software: $150.00

State sales tax: $24.75

Total: $574.75

How do I break-down the transaction to spread it across the three aforementioned categories?

Thank you,

SearchGal

RenjolynC · ‎February 23, 2022

Hello, SearchGal.

I'll help you split the transactions.

In QuickBooks Online, if you already have recorded a check and want to edit it to split into different categories, you can do so by following these steps:

Go to Accounting > Chart of Accounts.
Click the View register link of the account where the check was posted.
Select the check to expand the options.
Click the Edit button. This will open the check window.
Add the other accounts in the Category details section.
Hit Save and close.

After saving the transaction, it will show Split in the Chart of Accounts. Here's a sample screenshot for a visual reference:

To learn more about the chart of accounts and creating checks in QuickBooks Online, please check out these articles:

If you have more questions regarding the steps above or other concerns, please let me know. I'll be right here to help you out some more. Take care!

View solution in original post

RenjolynC · ‎February 23, 2022

Hello, SearchGal.

I'll help you split the transactions.

In QuickBooks Online, if you already have recorded a check and want to edit it to split into different categories, you can do so by following these steps:

Go to Accounting > Chart of Accounts.
Click the View register link of the account where the check was posted.
Select the check to expand the options.
Click the Edit button. This will open the check window.
Add the other accounts in the Category details section.
Hit Save and close.

After saving the transaction, it will show Split in the Chart of Accounts. Here's a sample screenshot for a visual reference:

To learn more about the chart of accounts and creating checks in QuickBooks Online, please check out these articles:

If you have more questions regarding the steps above or other concerns, please let me know. I'll be right here to help you out some more. Take care!

SearchGal · ‎February 24, 2022

Thank you so much, RenjolynC! This is very clear.

Best,

SearchGal

Paper Nautilus · ‎July 29, 2024

Why is it two steps? I have to record the check then go back and edit it??? The desktop version allowed you to do this in one action. Why make it more complicated and charge more for it?

Paper Nautilus · ‎July 29, 2024

Why is it two actions? I have to write the check then go back and edit it? The desktop version allowed you to do it in one step! Please fix thiis.

Candice C · ‎July 29, 2024

Good morning, @Paper Nautilus.

Thanks for chiming in on this thread. I'd be more than happy to provide you with some details to get an answer to your question.

My colleague was referring to the user's situation when replying. That's why they suggested to edit the check because it was already in their chart of accounts.

However, you don't have to write the check and then edit it for this split display to show. When creating the check, you can add the category details that you would like to make sure the transaction displays split.

Feel free to come back if you have any other questions or concerns. We're always here to have your back. Take care!

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split transactions (bank debit card or check)