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Enter a split transaction into the account history

SOLVEDby QuickBooks3Updated 1 month ago

Learn how to enter a split transaction in QuickBooks Online.

When you enter a transaction into the account history, only one account can be associated with it. But if you need to list multiple accounts, here’s how.

Record multiple accounts in a transaction

Note: If you didn’t enter the transaction yet, it’s best to open the Invoice, Bill, etc. and associate multiple accounts.

  1. Go to Transactions and select Chart of accounts (Take me there).
  2. Find the account for the transaction.
  3. Under the Action column, select Account history.
  4. Select the transaction, then select Edit. The entry screen for that particular transaction opens.
  5. Enter the other accounts to add with the amount.
    Note: The amounts for each account should add up to the total amount of the transaction.
  6. Select Save. The transaction now displays Split in account column.

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