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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
ZackE
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Thanks for getting in touch with the Community, SFF1.

 

You can split transactions between multiple accounts for better tracking while categorizing and matching them.

 

Here's how:

  1. In your left navigation bar, go to Banking.
  2. Access the For review tab.
  3. Find a transaction you'd like to categorize and click it to expand its view.
  4. If you see a Match option under its Action column, change Find match to Categorize.
  5. Choose Split next to your Add button.
  6. From the Category drop-down list, pick which categories (accounts) you'd like to split it into.
  7. Enter an Amount and Customer for each split.
  8. Select Apply and accept.

 

I've also included a detailed resource about categorizing and matching transactions which may come in handy moving forward: Categorize & match online bank transactions

 

I'll be here to help if there's any additional questions. Have a great Tuesday!

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