QB Issue Resolution:
The step above mentioned by Kristine Mae is if you haven’t recorded the deposit. Since it has been deposited and reconciled, we can edit the deposit instead. The system will allow us to split the amount to different projects for the same customer.
- From the register, select the deposit (example the deposit with the $2000 amount).
- Click on Edit.
- You’ll be routed to the Bank Deposit page then go to the Add funds to this deposit section.
- In line 1, select Project A and enter the amount.
- In line 2, select Project B and enter the amount.
- Click on Save and close.
In case you get a message saying ‘you can’t make any changes because the books are closed,’ we can open it from the company settings:
- Click on the Gear icon.
- Select Account and Settings.
- In the Advanced section, select Accounting.
- Uncheck the Close the books box.
- Click on Save.
Once done, edit the deposit from the register. Then, don’t forget to go back to the company settings to close the books again.
We’ll keep an eye out on this post for more questions about editing transactions. Have a great day!
Resolution for Issue 'Can you split a single donation from one person into two different projects? If so how?' available: Yes (Solved).
Source: Intuit Community forum.
Can you split a single donation from one person into two different projects? If so how?: 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 QBO
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