Why did my expense entry get split ? How do I fix this?

Forum|Forum|7 years ago
January 16, 2019
27 replies
93 views

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QuickBooks Online

A

Anonymous

Hello crittersitterpet,

I wanted to help, however, I'd need to get more information to assist you better.

Are you looking at a report that shows split columns? When you say the expense entry get split, are you referring to the transaction in your Banking page?

Thanks in advance!

C

carolannpea1

I want my charges from quickbooks to automatically split into different departments/classes. I keep setting up a rule when it comes in from the bank but the expense the QB automatically creates does not allow the rule to work.

It sends the expense to "bank charges" which it is not and has no class/dept. I want all the QB fees broke out to my classes/departments.

How do I fix this?

C

CamelleT

Moderator

Let's make sure your charges are accurately assigned to your chosen category and classes, carolann.

In QuickBooks Online (QBO), you can create a bank rule that automatically categorizes transactions for you. However, if you want to manually categorize your transactions, you can turn the suggestions off. Here's how:

Go to Transactions and choose Bank transactions.
Click the small Gear icon beside the Export to Excel button.
Uncheck the Enable suggested categorization box.

Then, we can also review the mapping of your bank rules so that the QuickBooks fees are designated to the appropriate classes and categories. Please refer to the steps below:

Click the Gear icon and choose Rules.
Select the rule and tap the Edit button below the ACTIONS column.
Review the setup of your rules. Check the Category account and Split details. Make sure the right Class is selected.

Additionally, I'd also appreciate it if you could provide us a screenshot of how your rules are set up so that we can further check.

If you have more questions about setting up bank rules, carolann. Just tap the reply button below, and I'll circle back to you.

A

Anonymous

Hello crittersitterpet,

I wanted to make sure that your question gets answered. So, I came back to add more information.

If you're referring to your bank transaction that splits to multiple categories, we currently don't have a way to add/match them to an expense record. You'll need to exclude them and manually place the letter "R" in the register. This way it'll show that this expense was already been reconciled from your bank. To exclude them, please go to the For Review page and select the transactions. Then, click on Batch actions and choose Exclude Selected.

Otherwise, expense transaction that has multiple line items will show split entries in some reports like Transaction List with Splits report.

Let us know if you have any questions. We'll be right here to help.