Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
Showing results for 
Search instead for 
Did you mean: 
Level 1

Setting up 4 different client account that will split the cost of each expenditure

I may not be wording this correctly...
Is there a way to set up a main account and then 4 other accounts that will automatically (not) split up the total cost of each expenditure (even if expenditure is broken down into other subcategories)?

I purchase items at a store. When I enter in the expenditure into my main account, I breakdown the purchases by categories (like food items, paper goods, etc).
The total cost of the receipt needs to be divided by 4 different people, each with his/her own account.
Is there a way to enter the receipt, broken up into categories, into the main account & have the total cost to be automatically split up into 4 accounts? 


Setting up 4 different client account that will split the cost of each expenditure

Hello there, @JenInTheRain.


I'd love to help you look for ways on how to set up client accounts that will split the cost of each expenditure.

In QuickBooks Desktop, you can use the class tracking feature to automatically track accounts like income and expenses by categories. With this, you’ll get to have an overview of your company expenses and see how your money is being spent for each category.


Here's an article that you might find handy for future reference: How to Use Class Tracking in QuickBooks.


If there’s anything else you’d like to know more about Class Tracking in QuickBooks, just let me know as I’m always here to help.


Level 1

Setting up 4 different client account that will split the cost of each expenditure

I looked at the article. It was very helpful, thank you. I made a "test company" so I could try it out since I am not familiar with using classes.

What I am hoping to be able to do is to take the total amount of a receipt and have it the expense shared equally among 4 clients, without having to manually figure the shared amount & enter it separately.


So, if the receipt is $100, I want to enter in the receipt & have it recorded as a transaction for the bank account & also be divided equally ($25 each) and tracked under each client (so that if I look up the client, I should see $25 subtracted).

I am not seeing a way to do this with classes, but, again, I am not at all familiar with them.

I'm not even sure it is possible to do this  with QB?


Setting up 4 different client account that will split the cost of each expenditure

We’re glad to have you back, @JenInTheRain.


It’s nice to know that you’re able to find given article helpful.

There is definitely a way we can share the expenses among different clients from a total amount of a receipt. In QuickBooks Desktop, we can write a check and use either a single expense account or create different accounts to categorize the different expenses. Once done, you can then tag as billable to customers.

Here’s how:

  1. Go to Banking at the top menu.
  2. Click Write Checks.
  3. Fill in the columns for Account, Amount, Customer Job and other necessary information.
  4. Check the box for Billable.
  5. Click Save & Close.

Once done, you can create an invoice to show the balance in the customer profile. I'll guide you through how:

  1. Go to the Customers tab.
  2. Click Create Invoices.
  3. Enter the necessary information.
  4. Click Save & Close.

I'll be around anytime you need help with categorizing expenses in QuickBooks. I'd be delighted to help.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us