How to split a transaction

If you made one lump sum payment for a number of items that belong in different categories, or if a customer paid you a single check to cover several invoices, you'll need to split the transaction and account for each part separately. 

  1. Click on Accounting in the menu on the left side of your screen and select Transactions
  2. Select the transaction you wish to split.
  3. Navigate over to the right details view and scroll down until you see a button to Split this Deposit (or Withdrawal).
  4. Enter the amounts accordingly. Remember, the total of the splits must equal the transaction total.
  5. Categorize the splits appropriately.
  6. Don't forget to click Save!
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