I'm willing to offer my time to help achieve your goal, @greg. Let me help you categorize your banking and payroll transactions in QuickBooks Online.
I understand you want to split the banking and payroll transaction under the Banking section. In your case, we can match the transaction directly to avoid duplicate transactions since it has existing payroll transactions.
Here's how:
- Go to Banking, select Transactions, then select Bank transactions
- Select the tile for the account you want to review.
- Go to the Reviewed tab.
- Select the Add column.
Since QuickBooks automatically suggests expense accounts, we can click the Add option from the right side. Once done, it goes to the Categorise tab and is ready for reconciling process.
Nonetheless, did you receive any specific error while splitting the transaction? It w be a great help if you provide us with more details.
Furthermore, you can still unmatch the transaction if you discover that categorized to the wrong account. Refer to this page: Unmatch downloaded bank transactions or move them to another account.
I'm happy to share more steps with categorizing and reconciling topics in QuickBooks Online. Have a great day ahead.
