Skip to main content
B
bwiltfang
April 4, 2024
Question

Class within AmEx Transaction list says "Split"

  • April 4, 2024
  • 1 reply
  • 0 views

First, I would like to say I am not a bookkeeper or financial controller - I am my our business' IT admin asking on behalf of our financial department; with that said, I might not have all the correct terms down and am happy to clarify if I can...  but my understanding is we are seeing a difference between our older Quickbooks desktop software verses Quickbooks Online and was wondering if there was a way around the difference we are seeing.

 

Within our old desktop software, when viewing transaction listings of our AmEx statement, we were able to see specific descriptions of the class (usually they related to the specific branch/campus the charge was made for).  Within QBO, the class description says only "Split" for every transaction in the list. <See Summit Image 1> Our bookkeeper,  to find the specific relation for the transaction, then needs to click in with each individual line to see what actual class description is applied to that line.  Further more, each class description (there are multiple transactions found within each transaction list line <See Summit Image 2> ) within each line is the same; bringing further question to why the transaction list page doesn't use the same inside description instead of "split".  If this was one or two lines within the AmEx transaction list that would be one thing; yet there are hundreds and a lot of wasted time and frustration is found because of it.  Is there a way to force the transaction list to show the class found within each line item?

 

Thanks so much for the help and am hoping for a solution to what we are seeing,

 

Brad [last name removed]

IT Administrator

Summit Church

Orlando, FL

1 reply

J
Jelayca V
April 4, 2024

I appreciate the details, bwiltfang. Let me clarify this for you. 

 

If you assign a different class to each item in a transaction, it will show as a split in the class in the Transaction List. However, you can run a report to show the classes associated with your AmEx transaction, which appears as a split in the Transaction List. You can pull up the Transaction List with Splits report to show the associated classes with it. 

 

Here's how: 

 

  1. Go to Reports and in the Find report by name field, search for Transaction List with Splits. Then, select the report.
  2. Click on the Customize button and start making changes to the report. Ensure to select the correct date range of those transactions in the Report period dropdown
  3. In the Rows/Columns section, click on the Change columns and search and tick the box for Class. 
  4. Hit Run report.

 

Just in case you'd like to save a report in QBO with its current customization settings, you can refer to this article for your future reference: Memorize reports in QuickBooks Online

 

Keep us posted if you have further questions about class reports in QBO. The Community is always available to help. Best regards. 

Terms & ConditionsAccessibility statement