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SearchGal
Level 2

split transactions (bank debit card or check)

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

Solved
Best answer February 23, 2022

Best Answers
RenjolynC
QuickBooks Team

split transactions (bank debit card or check)

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:

 

  1. Go to Accounting > Chart of Accounts.
  2. Click the View register link of the account where the check was posted.
  3. Select the check to expand the options. 
  4. Click the Edit button. This will open the check window.
  5. Add the other accounts in the Category details section. 
  6. 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

2 Comments 2
RenjolynC
QuickBooks Team

split transactions (bank debit card or check)

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:

 

  1. Go to Accounting > Chart of Accounts.
  2. Click the View register link of the account where the check was posted.
  3. Select the check to expand the options. 
  4. Click the Edit button. This will open the check window.
  5. Add the other accounts in the Category details section. 
  6. 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
Level 2

split transactions (bank debit card or check)

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

 

Best,

SearchGal

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