Split transactions on the Banking page

In the For Review tab of the Banking page, there can be times when you want to split a transaction, either a deposit or an expense, between different accounts, products, and services. The steps to split a check are similar to those you take to split a deposit. In this example, we split a check.

Split a check in the For Review tab

  1. In the navigation bar, click Transactions > Banking (or Banking > Bank Feeds depending on what you see).

  2. Select the account with the check you want to split.
  3. Select the For Review tab.
  4. Select the check you want to split.
  5. Click Split.
  6. Select a payee.
  7. For the first split line item, select a category (account).
  8. Enter the amount for that category.
  9. Complete the second line item.
  10. To add additional line items, click Add lines below.
  11. As you add an amount for each line item, QuickBooks calculates the total of the split amounts. The difference between the total transaction amount and the total of the split amounts is displayed below. Make sure the difference is 0 before you save the transaction.
  12. (Optional) Enter a memo.
  13. Click Save and add.

Once you save and add a transaction, it moves to the In QuickBooks tab. To edit an added transaction, follow steps below.

Split a transaction in the In QuickBooks tab

  1. In the navigation bar, click Transactions > Banking (or Banking > Bank Feeds depending on what you see).

  2. Select the account with the transaction you want to split.
  3. Select the In QuickBooks tab.
  4. Find the transaction.
  5. Click the link in the Added or Matched column.
  6. If this transaction is not in your home currency, choose the foreign currency, then enter the foreign amount or exchange rate. QuickBooks performs the calculations.
  7. Select a payee, if there isn't one already selected. If this is a foreign currency account, QuickBooks only shows you payees that use the selected currency.
  8. In the first line item of the Account details list, select an account and enter an amount.
  9. Add as many account line items as you need for the split.
  10. If you are tracking inventory or billable products or services, enter them in the Item details list.
  11. (Optional) Enter a memo for the transaction.
  12. When the total split amount matches the original transaction amount, click Save and close.