Skip to main content
S
SGSLLC
January 31, 2023
Question

How to create a split from a banking rule in QuickBooks Desktop PremierPlus

  • January 31, 2023
  • 1 reply
  • 0 views

My company is a two-member LLC. We contribute equity to the LLC from a jointly-held bank account. I need to set up a banking rule that automatically assigns 50% of the deposit to the account "Member 1 Equity" and 50% of the deposit to "Member 2 Equity". Is there a way to do this automatically with a rule?

1 reply

M
Mich_S
January 31, 2023

I recognize you want to manage bank rules in QuickBooks Desktop. I'd like to share some insights about it.

 

The ability to automatically assign deposits for two different accounts is currently unavailable in QuickBooks Desktop. I suggest providing this feedback to our product developers. By doing this, they can improve your QuickBooks experience.

 

I'll show you how:

 

  1. Navigate the Help menu.
  2. Click on Send feedback online.
  3. Choose Product suggestion.
  4. Enter all the necessary information.
  5. Finally, hit Send feedback.

 

See these modules for you to find out more details on how to manage banking rules in QBDT.

 

 

We'll make sure to respond as soon as we can. Please let us know if you have other concerns with banking or QuickBooks. Take the best care!

S
SGSLLCAuthor
January 31, 2023

Thanks for the information. When you say "currently unavailable in QuickBooks Desktop", do you mean it's available in another version (e.g. QuickBooks Online)?

R
Rasa-LilaM
February 1, 2023

Let me shed some light on the "splitting bank rule, SGSLLC.

 

As my colleague previously stated, the aforementioned feature is currently unavailable in QuickBooks Desktop (QBDT), including other versions. It's a fantastic addition to be able to set up a bank rule that automatically designates deposits to particular accounts. I still recommend sending feedback to the program about incorporating this function in future updates.

 

Here's how:

 

  1. In your company file, head to the Help menu at the top bar to choose Send Feedback Online and Product Suggestions.
  2. This action will open the QuickBooks Feedback window.
  3. From there, click the Type of Feedback drop-down to select Product Suggestion.
  4. Press the Product Area drop-down and choose Product Suggestion.
  5. Click the Product Area drop-down and pick the correct topic.
  6. Then enter your product suggestions in Here is my suggestion box.
  7. Fill in the remaining fields.
  8. Click Send Feedback to submit.

 

I've included a link to a list of topics that will help you handle your banking tasks more efficiently: Find help with bank feeds and reconciling accounts. There are articles about the bank reconciliation process, making deposits, and troubleshooting any banking errors, to name a few.


Visit the Community page if you need assistance with your QuickBooks tasks or tools and resources to run your business.

 

Reach out to me again if you have other banking-related concerns or questions about QuickBooks. I'd be delighted to respond to them.
 

Terms & ConditionsAccessibility statement