Skip to main content
December 4, 2023
Question

Is anybody here can give an advice how to deal with two payments on one Receipt?

  • December 4, 2023
  • 1 reply
  • 0 views
I got a Receipt with two different payment one is Masterdcard and other one is Debit card  on one Receipt. how to separate them in Receipt field?Thanks

1 reply

December 4, 2023

Good afternoon, ABAT.

 

It's great to have you join us here in the Community. I'd be happy to help with categorizing transactions.

 

One of the many great features that QuickBooks Online offers, is the option to split transactions between multiple accounts. If you haven't entered the transaction yet, I recommend reviewing this article.

 

You can split transactions between multiple accounts by following these steps:

 

  1. Open the "Banking" tab and click on the "For review" tab.
  2. Select the downloaded transaction to expand the view.
  3. If the option in the Action column is "Match", change the "Find match" to "Categorize".
  4. Select "Split" next to the "Add" button.

This will open the Split transaction window.

 

  1. From "Category" dropdown, select the categories (the accounts) you want to split the transaction into.
  2. Enter an amount for each split.
  3. Select a "customer" or "received From" for each split.
    Note: The fieldname may vary depending on the transaction.
  4. When you're done, select "Apply and accept".

Feel free to reach back out if you have any other questions.