QB Issue Resolution:
Yes, you can split a bank transaction in your holding account. You’ll have to undo it first, so it goes back to the For Review tab. Then, split it into 4: one for the trading account and the other three should use the Accounts Receivable (A/R) account. Assigning A/R to them creates a credit that you can use to pay your customer’s invoices.
Here’s how you can undo and split the transaction:
- Go to Banking and select Banking.
- Select your bank account and click the In QuickBooks tab.
- Select the transaction and click Undo.
- Click the For Review tab and click on the transaction.
- Click Split and Add lines. Please refer to the first screenshot.
- Enter the payee in each line, the accounts, and amounts.
- Click Save and Close.
Resolution for Issue 'Can I split a bank transaction in a holding account?' available: Yes (Solved).
Source: Intuit Community forum.
Can I split a bank transaction in a holding account?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for bank transaction
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Error Recovery for bank transaction [Canada]
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