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April 6, 2024
Question

Is there a way to split a check or deposit into multiple accounts, it was called split accounts in the Desktop version?

  • April 6, 2024
  • 1 reply
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1 reply

April 7, 2024

Welcome to the Community, Radiehl.

 

I'll show you how to record a check or deposit and split it into multiple accounts.

 

Follow the steps below to create a deposit and split it into multiple categories with different accounts.

 

  1. In the For Review tab, select the downloaded transaction to expand the view.
    ▪ If the option in the Action column is Match, change the Find match to Categorize.
  2. Choose Split (Accountant view) or Split transaction next to Category (Business view), which opens the Split transaction window.
  3. From Category▼, select the categories you want to split the transaction into.
  4. Enter an Amount for each split so the Difference shows $0.
  5. Select a Vendor or Customer name for each split.
  6. Note: The field name may vary depending on the transaction.
  7. Select Apply and accept.

 

Refer to this article to learn more about managing your transactions: Categorize online bank transactions in QuickBooks Online.

 

For future reference, you can read this article: Reconcile an account in QuickBooks Online. It helps you learn about balancing your books in QuickBooks to ensure they match with your actual bank and credit card statements. 

 

Feel free to comment below if you have questions about splitting a deposit or checking into multiple accounts. I'm always here to help. Have a great day.