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A
ArtanisHome
December 27, 2021
Question

How to record wages to two different people using one imported transaction?

  • December 27, 2021
  • 1 reply
  • 0 views

Hi,

 

   We use ADP to pay an owner and an employee their wages. The wages come in automatically from a synced bank account as one transaction that includes the owner's pay and the employee's pay. But even with "Split" there is only one "Vendor/Customer" and one Category, so we can't attribute a portion to Owner's Pay and another portion to "Wages". How do we enter these transactions properly?

 

Thank you!

1 reply

A
AileneA
December 28, 2021

Hello, ArtanisHome. 

 

I'm here to answer your queries in QuickBooks Online. For you to be able to split the transactions, you can change it to Add and select Split. Here's how:

 

  1. Go to the Banking page.
  2. Select the appropriate bank account.
  3. Find and select the match transaction. 
  4. Click Add, then Split. 
  5. Enter an amount for each split.
  6. Add the Payee and Customer for each split.
  7. Select Save and add.

 

I'm adding this article for more details: Categorize and match online bank transactions in QuickBooks Online.

 

Just in case you are ready to reconcile the account, here's an article you can read for the detailed steps and information: Reconcile an account in QuickBooks Online. 

 

Keep me posted if you have other questions or concerns. I'm just a few posts away. Stay safe!

A
ArtanisHomeAuthor
December 28, 2021

Hi,

 

    Thank you for your help. But there is no transaction to "match" to. I just have the transaction to split, but it only gives me one payee. I can split into two categories, but I can't make a different payee for each.  I also can't just "Add" before split, because when I "Add" the transaction, it simply accepts it with whatever category and Payee it has by default. See attached. There is one Payee at the top, even though I can split however I'd like.

 

Thanks!

Christine

C
Charies_M
December 28, 2021

Thanks for reaching back, ArtanisHome.

 

In QuickBooks Online (QBO), downloaded transactions that uses Uncategorized Income as their category allows you to have multiple payees. Whereas the Uncategorized Expense, only allows one Payee when splitting the transactions.

 

Uncategorized Income sample screenshot:

 

 

All of this and more about categorizing transactions can be found in this article: Categorize and match online bank transactions in QuickBooks Online.

 

You'll want to change the category to be able to add two payees. To do that, just click on the transaction and choose Uncategorized Income under Category section.

 

In case you'd like to work on reconciling your account, you can visit the following articles:

Reach out to me with whatever questions you may have about banking transactions or anything QuickBooks. I’m always here to assist you further. 

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