Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Entering split transactions in the register

When you enter a transaction in a register, you can "split" the transaction across different accounts, customers, jobs, or classes, so that you can keep track of where your money goes more accurately. For example, if you write a check to a vendor for materials for two different jobs, you can allocate the correct amount from the check to each job.

Important: From a register, you cannot view or enter a split transaction that includes items.

To enter a new split transaction

  1. Click in the blank entry at the end of the register.

  2. If you want a different date from today's, click in the Date field and choose the correct date.

  3. Click in the Number or Ref field and review the number that prefills for you. Change the number if you want the transaction to have a different one.

  4. To mark the check as "To be Printed", enter T in the Number or Ref field.

    "To print" appears in place of the check number. (The check number reappears after you print the check.)

  5. Enter the payee, vendor, or other name.

  6. In the Payment field, enter the total amount of the transaction.

    If you don't know the total, leave the Amount field blank. QuickBooks totals the amount as you fill in the splits and displays it in the Payment field.

  7. Click the Splits button on the left side of the register, at the bottom.

    The splits area opens.

  8. In the Account field, enter an account.

  9. In the Amount field, enter the amount to be assigned to this account.

    QuickBooks subtracts the amount entered from the total amount and displays the remainder on the next free line of the Splits window. If you left the transaction amount blank, QuickBooks adds the split amount to the transaction amount.

  10. (Optional) In the Memo field, enter a note about the split amount.

  11. In the Customer:Job field, enter the name of a customer or job.

  12. If this expense should not be passed along to the customer, click in the Billable? column to clear the checkbox.

  13. If you are using classes to track additional information, enter a Class.

  14. Repeat steps 8 through 13 as needed.

  15. Click Record to record the transaction.

KB ID# H_REG_SPLIT_ENTER
10/25/2014 6:24:58 AM
PPRDQSSWS407 9102 Pro 2013 8db481