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August 13, 2024
Question

Looking to split payments received from clients to two different bank accounts, im wanting 20% of each received invoice to go into my saving and the remainder to another

  • August 13, 2024
  • 1 reply
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Looking to split payments received from clients to two different bank accounts, im wanting 20% of each received invoice to go into my saving and the remainder to another

1 reply

August 13, 2024

Good day, Kenn. I'll share info about splitting payments received from your customers in QuickBooks. 

 

Before we proceed, can you help us verify if you use QuickBooks Payments to accept these payments? If so, the option to split customer deposits is unavailable in QuickBooks Self-Employed (QBSE). Customer payments will only be reflected in the account linked to your QuickBooks Payments.

 

I suggest sending feedback regarding this option. This will allow our engineers to consider your suggestions and potentially include them in future updates. Here's how:

 

  1. Open or create an invoice, then click Feedback in the upper right section.
  2. Comment down your suggestions and click Next.
  3. Enter your email address.
  4. Select Done and click the X button to close the transaction.

 

In addition, you can manually add sales tax if you need to track them to the program. For detailed instructions, please refer to this article: How to create and track a sales tax item in QBSE.

 

If you have further questions about splitting customer payments in QuickBooks Self-Employed, simply add them to the thread. I’m always here to help.