How to Split a single transaction into multiple transactions.
<This article refers to using your Transaction Detail sheet which is linked in your Dashboard.>
In certain cases, you will want to “Split” the a single transaction into multiple transactions. This occurs when one transaction contains multiple names or accounts. For instance, you’ve made a single bank deposit that includes checks from 2 of your customers, and you want to show this detail.
To enter a split:
- Select the cell that contains the amount you want to Split, and type the word “Split” over the amount.
- Then “Right-Click” on that cell.
- Select “Insert Note”.
- Type the details of the split into the small note window that appears. (Make sure the split amounts equal the original amount)