Split in QuickBooks refers to the multiple GL accounts that are related to the transaction and the split transaction refers to the transaction that includes the current and the single remote account.
For example, The cheque transaction that is used for the Rent expense account and is connected with taxes can be viewed as “Split” in the Bank account. You can have split deposits and split payments. QuickBooks allows you to edit, delete, and enter the split transactions.
How to Delete or Edit Split Transactions
Go to The Transaction
- First of all, go to the transaction that is to be edited.
- Then you need to go to the editable fields where the ‘Good To Know’ section exists from here you can view the split transaction to whose the item part belongs.
Click on Link
Next, you will see a link, click on it to get the details of the transaction in the window.
Use Split Transaction or The Date Field
Now for deleting or editing the transaction, you can tap on the split transaction or the date field.
Click on The Save Button
After doing all the necessary edits click on the save button and your transactions will be saved also you can click on the delete button if you want to remove the entire transaction.
Read This: How to reconcile foreign currency bank accounts in QuickBooks?
Split Lines in QuickBooks Transactions to Accounts Receivable
To split the lines in QuickBooks Transactions to Accounts Receivable, follow the steps given below:
- Firstly navigate to the Banking menu and tap on the "Use Register" option.
- Then choose the account on which the transaction is to be applied.
- Now for changing the date, you need to select the bank entry and the date field corresponding to it.
- After that, if required you can alter the transaction number by simply clicking on the number field
- Next type in the name of the customer for the transaction.
- Further, go to the payment field and type in the transaction's entire cost.
- Now tap on the "Splits" button and in available options choose the Account Receivable option.
- Then go to the Accounts Receivable Payment box and type in the complete sum of the amount that is to be paid by the client.
- Next, identify the account in which the paid segment of funds is to be placed.
- At last type the client's name in the Customer: Job input box and tap on the records button.
Issues Faced While Using Split In QuickBooks Desktop
Some users complain that they are not able to delete the split deposits that were mistakenly split and they are not able to see them in un-deposited funds. So to solve this, you can get in touch with our SMB QuickBooks Technical Expert team.
How to enter the splits when the transaction has been already entered into the register:
- First, navigate to the Chart of Accounts tab.
- Then choose the View Register and Account History option of the bank account in the Action column.
- Next, by right-clicking on the transaction choose the Edit option.
- After doing all the required edits click on the save button.
Related Query: What does split mean in QuickBooks?
For more updates and any queries related to QuickBooks, get connected with our SMB QuickBooks Application Help team. Our very efficient and skilled professionals will provide every possible solution to add value to your business. Our SMB Technical Expert team has well-trained people and will assist until your issue is resolved.
Frequently Asked Questions(FAQs)
What do you understand the word Split means in QuickBooks Desktop
Split is simply defined in QuickBooks that more than one account on either the debit or credit side of a transaction has been impacted.
How do I unsplit or delete any transactions in QuickBooks Desktop
Very first, go to Transactions and look for the Split transaction that you wish to change. Once you find the option then click on the Split icon and it will open a split window. Now, select the “Trash can” icon that you find beside the category that you wish to remove or unsplit.
What do you mean by Split invoicing?
A split invoice is one of several invoices, which together form one initial invoice. Splitting a single invoice into multiple invoices allows you to provide flexible payment schedules, particularly when a large amount is the original invoice balance.
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