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January 26, 2021
Question

Is there a way to split bank feed transaction exclusive of tax so we do not have to manually calculate those numbers?

  • January 26, 2021
  • 1 reply
  • 0 views
$788.55 Total $736 Inventory $15 Freight $37.55 GST From the bank feed (with subtotals and not inclusive of tax totals)

1 reply

January 26, 2021

Hello usertracy_e,

 

It's vital you're able to split your bank feed transactions so you can record your transactions with peace of mind. I'd be happy to steer you in the right direction by sharing more details about splitting transactions in QuickBooks. 

 

QuickBooks makes it easy to split your bank transactions according to your liking. You can do this by clicking Banking > click on the transaction in question > locate the Split option and split the transaction. This would be the direct route to take when splitting transactions from your bank feed. If you're looking for more automation, QuickBooks has your back. You can set up bank rules to automatically categorize your transactions. I encourage to learn more on this article here which shows you how to: Setup bank rules to categorize online banking transactions in QuickBooks Online

 

If there are other features you'd like to see, I recommend sending feedback about that to our engineers. You can send feedback by clicking the Gear icon and looking for Feedback. Let me know if you have questions, I'm here to assist you with achieving your QuickBooks goals.