Hi Goodweather!
Thanks for joining this thread. Let me assist you in splitting transactions.
The purpose of splitting transactions is to be able to categorize each portion of the split independently. For example, if one transaction should hit two income accounts, then you need to split it and categorize each portion accordingly.
Reconciliation only affects the bank or credit card account. However, please note that you won't be able to split it once added and reconciled. You'll need to undo it from the Banking, split and categorize, then reconcile it again.
Follow these steps:
- Go to the Banking/ Transactions menu and select Banking.
- Select the tile of the bank or credit card account, then select the Categorized tab.
- Find the transaction you need to split and click Undo.
Once done, the transaction will be transferred back to the For review tab. From there, you can split and categorize it.
Also, please note that you'll need to do a mini-reconciliation. That is because undoing a transaction from the Banking will result in an error since it'll be removed from your reconciliation. The mini-reconciliation will mark the split transactions reconciled.
- Go to the Accounting menu and select Chart of Accounts.
- Find the bank or credit card account and select View register.
- Locate the split transaction and select it to expand the view.
- Under the Reconcile and Banking Status (column with a checkmark) column, repeatedly click the field until you'll see the letter R, which means reconciled.
- Tap Save.
You can check this link: Learn the reconcile workflow in QuickBooks. This has different articles on how to fix reconciliation-related issues.
Don't hesitate to post again here if you need more assistance in handling transactions. QuickBooks Community is always here to help.
