Good morning, @mverwys-atcforme. For this one, you'll need to enter the split transaction into QuickBooks, then match it to the payment from your bank account. I'll walk you through some steps to help you along the way. Go to the For review tab. Click on the downloaded transaction to expand the view. If the option in the Action column is Match, change the Find match to Categorize. Tap on Split next to the Add button.This opens the Split transaction window. From the Category dropdown, choose the categories (the accounts) you want to split the transaction into. Enter an Amount for each split. Select a Customer for each split. When you're done, hit Apply and accept. That's all there is to it. For additional details about this process, check out Categorize and match online bank transactions. Please don't hesitate to let me know if you have any questions or concerns. I'm only a reply away. Take care!

Question

I have a credit card payment from my bank account. It actually pays for four different credit cards. How do I split it to apply to all 4 accounts?

Forum|Forum|3 years ago
February 7, 2023
1 reply
12 views

No text available

QuickBooks Online

Tori B

QuickBooks Team

Good morning, @mverwys-atcforme.

For this one, you'll need to enter the split transaction into QuickBooks, then match it to the payment from your bank account. I'll walk you through some steps to help you along the way.

Go to the For review tab.
Click on the downloaded transaction to expand the view.
If the option in the Action column is Match, change the Find match to Categorize.
Tap on Split next to the Add button.

This opens the Split transaction window.

From the Category dropdown, choose the categories (the accounts) you want to split the transaction into.
Enter an Amount for each split.
Select a Customer for each split.
When you're done, hit Apply and accept.

That's all there is to it. For additional details about this process, check out Categorize and match online bank transactions.

Please don't hesitate to let me know if you have any questions or concerns. I'm only a reply away. Take care!

E

egeorge4

I'm also having this issue, but when i follow those steps the payments get categorized as a charge and increases the balance of the credit cards.

A

Anonymous

That’s quite strange, @egeorge4.

When you made a purchase, the balance will increase. However, since you mentioned that you made payments towards it, the balance should decrease. In your case, you got the opposite.

The best approach we can perform is to exclude the transaction you have in your bank feeds. Then, enter the credit card payment manually by following the steps below:

First, you’ll need to undo the transaction from the categorized tab.

Go to the Banking menu and navigate to the Banking tab.
Tap the Categorized tab and locate the transaction.
Then, click the Undo button under the Action column.

To exclude, here’s how:

Go to the For review tab in the Banking menu.
Select the transaction intended for the credit card payment.
Then, click the Exclude button at the top.

Once done, let’s enter the payment manually by recording a Pay down a credit card in QBO:

Click the + New icon and select Pay down a credit card under the Other column.
Select the credit card you made a payment to and enter the amount you paid and the payment date.
Choose the bank account you used to pay.
Enter additional details you prefer in its designated section and select Save and Close.

I also added this article for your reference and an alternative method of recording the transaction: Record your payments to credit cards in QuickBooks Online.

Additionally, here are the articles that will help you with categorizing your transactions. Once done, reconcile them to ensure your books are balanced:

Let me know if you have more questions about making deposits. I’m just a few clicks away. Have a great day!

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