Split a transaction in an account history

In an account history, you can "split" a transaction across different accounts, products, and services. For example, at a hardware store you might write a single cheque to pay for some soap for your office and a water pump for a client project. The soap is a non-billable office supply and the pump is a billable building material.

In account histories, it isn't possible to split transactions as you add them. If you prefer to split as you add, use Create (+) to add transactions in their forms.

Split a transaction in an account history

1. In the account history, select the transaction you want to split.
2. Click Edit.
3. In the Account details table, enter a separate line item for each account that you want to split the transaction across. As you enter each amount, QuickBooks automatically recalculates the transaction total on the upper right.
4. If you are tracking stock or billable items, click the Item details arrow to open the Item details table.
5. Enter a separate line item for each account that you want to split the transaction across.
6. Click Save.