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 QuickBooks Online (QBO).

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

To move from “For Review” tab to “Excluded” tab:

  • From the home page screen > Go to the left navigation bar Dasshboard
  • Click Banking
  • You’ll see the “For Review” 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 will be moved to the “Excluded” tab now.

You can permanently delete from the “Excluded” tab now.

To permanently delete-excluded bank transactions.

  • From the home page screen > Go to the left navigation bar dashboard
  • Select Banking
  • Select “Excluded” tab
  • Select Batch actions (drop-down arrow)
  • Select Delete
  • You can select to delete a transaction or multiple transactions here
  • Note: If you select UNDO it will move back to “For Review” tab.


How to permanently delete bank downloaded transactions in bank feeds


 
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