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February 1, 2024
Question

I have entered a split transaction i.e income and charges , But charges not showing in expenses

  • February 1, 2024
  • 1 reply
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1 reply

Bryan_M
February 1, 2024

Welcome to the Community, @simonknight101-g.

 

Let me help you show your charges in the Expenses section.

 

Most of the time, categories don't' show on the Expenses if not filtered correctly. With that in mind, let's search the account in the Expenses tab and specify the Category tab. Here's how:

 

  1. From the left navigation, choose Expenses.
  2. Click the Filter tab.
  3. In the Status, select All statuses. The Delivery method is Any. Specify the Date you split the transaction. Payee is All. In the Category select the expense account where the charges are located.
  4. Once done, click Apply.

 

If the charges still don't show, I recommend reviewing the split transaction to ensure it falls into the exact category so that it will show in the Expense tab.

 

You might want to categorise your transactions into the correct accounts automatically. Feel free to read this article: Set up bank rules to categorise online banking transactions in QuickBooks Online.

 

Don't hesitate to return here for additional questions about managing your transactions. I'll be willing to lend a hand. Have a good one.