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austin35
Level 1
posted
‎May 15, 2023 06:10 PM
last updated ‎May 15, 2023 1:10 AM

Why am I not able to split a transaction (WITH CENTS) by $Amount while setting up a bank rule? Didn't have this problem before. Am I doing something wrong?

Case in point is a monthly hire purchase repayment which includes account fee. I need to split the repayment amount which goes to the Balance Sheet and the account fee which goes to the Profit & Loss. Bank rule isn't allowing me to enter cents in the split section and is only taking whole dollars.
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3 Comments 3
jenop2
QuickBooks Team
QuickBooks Team
‎May 15, 2023 07:49 PM

Why am I not able to split a transaction (WITH CENTS) by $Amount while setting up a bank rule? Didn't have this problem before. Am I doing something wrong?

Hi there, Austin. 

 

I created a rule that splits the amount with cents and I was able to save it. Can you tell us if there's an error message when you tried it? 

 

We just want to make sure that we are giving you the right steps and information to sort this out.

 

Please add a reply below to share more details. We look forward to it.  

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austin35
Level 1
‎May 15, 2023 07:55 PM

Why am I not able to split a transaction (WITH CENTS) by $Amount while setting up a bank rule? Didn't have this problem before. Am I doing something wrong?

Hi Jenop2, thank you for your response.

 

While I'm in the bank rule and try to enter the cents i.e. when I click on the . (dot) the entire amount field turns blank. For example, I want to enter $605.27. So the minute I type the 'dot', the $605 disappears and the field becomes blank. There is no error displayed. The rule however, will save if I enter whole dollars (which is not ideal). This is the first time I'm encountering this problem. I have set up many rules before with splits and with dollars and cents. I'm not sure what's going on at the moment. I even tried doing it in different browsers, but it still didn't work.

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jenop2
QuickBooks Team
QuickBooks Team
‎May 16, 2023 12:10 AM

Why am I not able to split a transaction (WITH CENTS) by $Amount while setting up a bank rule? Didn't have this problem before. Am I doing something wrong?

I appreciate the additional details and for sharing the steps that you tried, Austin.

 

Unexpected results when doing something in QBO are usually caused by cache or other browser issues. However, you mentioned that it's still happening even if you tried logging in using a different browser. 

 

It looks like we need to take a closer look at this to determine why you're unable to enter cents when setting up bank rules. Having said that, I would recommend reaching out to our support for QBO. They have additional tools such as screen-sharing capabilities to investigate this further and make sure you you can enter cents when making rules.

 

Go to this article to get their contact details: How and When Can I Contact QuickBooks Online Support?.


Alternatively, you can fill out the form to chat with an expert here.

 

Feel free to check out these articles in case you need more guidance when managing bank transactions in QBO:

 

 

The Community is always here if you need anything else. 

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