Skip to main content
N
nako-kondo-kzmco
June 14, 2021
Question

I want to split transaction, but there is no Split button next to the Add button on For Review page.

  • June 14, 2021
  • 1 reply
  • 0 views
The transaction which I download from PayPal by connecting PayPal account shows only the amount of sales receipt which includes shipping amount which the customer pays. I would like to split shipping amount and the price of products.

1 reply

S
ShiellaGraceA
June 14, 2021

Thanks for visiting us here today, @nako-kondo-kzmco.

 

I'll share the steps on how you can split your downloaded transaction. All you have to do is follow the steps below.

 

  1. Go to Banking. Then, choose Banking.
  2. Highlight your PayPal account.
  3. Select the transaction you want to split the amount.
  4. Click the Split button. 
  5. In the Split transaction window, choose the Category and then enter the Amount.
  6. Click Apply and accept. See the attached screenshot below.

 

 

 

 

 

 

 

Learn more about this process in this article: Categorize and match online bank transactions in QuickBooks Online.

 

Additionally, here's a link that covers all the tasks you can do when using the banking feature. Choose a topic that fits your concern.

 

I'll be around if you have follow-up questions or concerns, so don't hesitate to reply. Take care and have a lovely day ahead.

N
nako-kondo-kzmcoAuthor
June 14, 2021

Thank you for your response.

I only see "Details" button instead of "Split" next to "Add" when I select transaction whose category is Website Order.

 

Does that mean I cannot split?

C
ChristieAnn 11
June 14, 2021

Hi there, nako-kondo-kzmco.

 

I appreciate you for coming back to the thread to share additional clarification about your concern. With this, I'll share troubleshooting steps to ensure you're able to see the Split button.

 

In QuickBooks Online, there are two user views. These are the Business view and Accountant view. That said, it could be your QuickBooks account set up as a Business view and that's the reason why you're unable to see the Split option. I suggest switching your QBO account and use Accountant view. It uses standard accounting language and be able to see various features like Split.

 

Here's how:

 

  1. Click the Gear icon ⚙.
  2. Choose Switch to Accountant view.

 

If the issue continues to occur, I recommend logging in to your QuickBooks account using a private browser. Then, open your banking page from there. This is to rule out the possibility of a webpage issue, and private browsing doesn't store local files or cache.

 

Use these keyboard shortcuts based on the browser you're using.

 

  • For Firefox or Microsoft Edge, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, hold down Command + Shift + N.

 

If it works in incognito, I recommend clearing the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. You can check this article to see the steps: Clear cache and cookies to fix issues when using QuickBooks Online.

 

If the steps above didn't work, use another supported browser as alternatives.

 

Please refer to this article to view steps on how you can reconcile your accounts so they match your bank and credit card statements to avoid discrepancies: Reconcile an account in QuickBooks Online.

 

Let me know if there's anything else you need help with. Know that I'm always here to help you anytime. Take care and keep safe!

Terms & ConditionsAccessibility statement