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bigapplerecsport
January 12, 2019
Question

I have a deposit that I would like to split between two separate divisions/classes. How do I go about doing that? Thank you.

  • January 12, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

SophiaAnnL
SophiaAnnL
January 14, 2019

You can do this in the Bank Deposit page, bigapplerecsport.

 

To start, let's ensure that you have set up your Class Tracking feature first. Once done, you can follow these steps:

  1. Click the Plus icon.
  2. Under Other, select Bank Deposit.
  3. In the Add funds to this deposit section, enter half of the amount in the first line item.
  4. Select the class by choosing from the Class drop-down.
  5. Enter the remaining half in the second line item and assign a class.
  6. Click Save and close.

I've added a screenshot for you too.

 

If you have more questions on this, just leave a reply. I'll get back to you as soon as I can.

 

B
bigapplerecsportAuthor
January 19, 2019

I would like to add a single deposit into two different divisions. A certain amount in one division and another amount in a different division. How do I do that? Thank you. 

 

 

KarenEdithL
KarenEdithL
January 19, 2019

Hi @bigapplerecsport,

 

You can follow the steps provided above by @SophiaAnnL if you are entering the transactions manually. But, if you are adding transactions from your Online Banking section, you can follow the steps below:

  1. From the Banking page, click the transaction you want to split in the For review tab.
  2. Click on the Split button beside Add.
  3. On the Split Transaction page, enter the necessary amounts per division/class.
  4. Click Save and add.

 

Once you have added the transaction, you can check your register and review it.

 

That should do it! Let me know if you have other concerns, I'm just one post away.

 

 

L
LCCPA1
August 24, 2022

How do you do this on Quickbooks desktop?

L
LeizylM
August 24, 2022

Hi there, LCCPA1. 

 

Let’s turn on the class tracking feature to track location in QuickBooks Desktop. Here's how:

 

  1. Go to the Edit menu,
  2. Select Preferences.
  3. Click Accounting,
  4. Go to the Company Preferences tab.
  5. Select the Use class tracking for transactions checkbox and the Assign classes to checkbox.

 

Once done, add your locations or class by following these steps:

 

  1. Go to the Lists menu, then select Classes.
  2. Click Create (+).
  3. Enter the class or name of the location.
  4. If it's a subclass, select the Subclass checkbox and find the class it's under.
  5. Click OK to add it.

 

Let me also share these articles to add more details about this feature:

 

 

You can always find me here if you have any other concerns or follow-up questions about adding division in QuickBooks Desktop. Have a good one and take care.

J
joshjustin74
July 26, 2023

This question still hasn't been answered properly.  I have both class tracking and location/division turned on in my settings.  I have deposits and bills that need to be split between locations/divisions, NOT split between classes.  From what I'm seeing, this isn't possible in QBO.

 

So, for example, when I pay my company's medical insurance bill, there seems to be no way for me to split it between two locations.  Please correct me if I missed the feature somewhere...but I can't find it. 

 

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