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Hi there, nancy.
I've noticed that you've posted twice in the forum about managing your split transaction. I'm here to help you out.
Since you've performed some basic troubleshooting steps but still with the same result, we can also ensure that the Track expenses and items by customer option is turned on.
However, if the issue persists, I recommend contacting our support team. They have the resources to determine why you were unable to add a customer to your split transaction while ensuring your personal information remains secure.
Here's how:
You can check out their support hours to determine their availability.
Also, I've added this guide about how you can speed up the process when categorizing your bank data: Set up bank rules to categorize online banking transactions in QuickBooks Online.
If you have follow-up concerns about bank transaction management, comment below. I'll be here to lend a hand. Take care!
Let me help you get past this issue, Nancy.
To access the Customer field when splitting transactions, ensure that the "Track expenses and items by customer" option is turned on. Here's how to do it:
For more detailed information on categorizing bank transactions, feel free to visit this article: Categorize online bank transactions in QuickBooks Online.
In case you want to categorize your bank transactions automatically using bank rules, you can refer to this article for guidance: Set up bank rules to categorize online banking transactions in QuickBooks Online.
You can always get in touch with us if you have any other concerns besides accessing the Customer field. We're here to help you in any way we can. Stay safe!
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