From the Banking Center, how do I split a single expense transaction between two vendors

You will need to take the following steps in QBO if you need to enter a single transaction split between two vendors.
In this example, the transaction amount is $11.23 and you want to split between two vendors (vendor A = $6.23 and vendors B = $5.00).

#1 Enter manually those two vendors as a Bill (Create “+” sign > Vendors > Bill)
#2 Go back to the Banking Center (Left navigation bar > Transactions > Banking)

  • Click the transaction row for $11.23
  • Switch from “Add” to “Find Match” (See screenshot 1)
  • Select two transactions ($6.00 + $5.23) to match  (See screenshot 2)
  • Total spent amount should show $11.23
  • Save
split vendors for one transaction
split vendors for one transaction
split vendors for one transaction 2
split vendors for one transaction 2

How do I permanently delete “Excluded” transactions in bank feeds?

 

You can permanently delete bank downloaded transactions in QBO now.

In order to permanently delete a bank downloaded transaction (or multiple transactions) from the banking center, you will first need to move it from “New Transactions” tab to “Excluded” tab.

To move from “New Transactions” tab to “Excluded” tab:

  • From the home page screen > Go to the left navigation bar
  • Click Transactions
  • Select Banking. You’ll see the “NewTransactions” tab, click the checkboxes to the left of the date for the transactions you want to exclude.
  • Once you’re done, click the “Batch Actions” drop-down arrow and select “Exclude Selected.”The transactions move to the “Excluded” tab.

excluded

You can now permanently delete from “Excluded” tab.

To permanently delete-excluded bank transactions.

  • From the home page screen > Go to the left navigation bar
  • Select Transactions
  • Select Banking
  • Select “Excluded” tab
  • Select Batch actions (drop-down arrow)
  • Select Delete
  • You can select to delete a transaction or multiple transactions

Screenshot 2015-09-10 08.55.15


How to permanently delete bank downloaded transactions in bank feeds


 
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