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@
@credentialsecur
October 8, 2023
Question

How do I split an account withdrawal for a bank draft between the payee and the bank charge for the draft?

  • October 8, 2023
  • 1 reply
  • 0 views
My withdrawal of 224.09 is a bank draft, 214.14 to the payee, and the rest to the bank for the cost of the bank draft.  When reconciling the account, how do I split the withdrawal?

1 reply

@
@credentialsecurAuthor
October 8, 2023

I need a "Withdrawal" function similar to "Deposit", that lets me split a withdrawal across several payees, then match to that withdrawal during reconciliation.

T
Trish_T
October 10, 2023

Hi @credentialsecur,

 

Welcome to Community!  It's important that you're able to balance your accounts effortlessly.  QuickBooks Online provides the features you need, so you can split transactions and ensure they match, so you can reconcile with peace of mind.  I'd be happy to help!

 

Based on the information you've provided, I suggest reviewing this helpful guide, to account for bank fees.  You can also split transactions when needed as noted here.

 

Should you require additional assistance, please don't hesitate to contact us.

 

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

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