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Banking
yes, in account details just list the different accounts and the amounts per account
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Let me share additional information, @mdenglish29010.
You can post a check amount to multiple categories (expense accounts). However, you can only post it to one bank account.
Here's how:
- Go to the New Icon (+).
- Choose Check.
- Select the name of the Payee.
- In the Category details section, choose the specific expense category or expense account.
- Enter the expense details.
- Click Save and Close.
Once you've created the check, you can view the Transaction Journal. This will display the complete details of the transaction you've entered. You can read through this article for more detailed steps: How to write checks.
Also, you can browse these articles to learn more about recording transactions and mapping it to a correct expense account:
- Assign, categorize, edit, and add your transactions.
- Enter, edit, or delete expenses in QuickBooks Online.
Always feel free to leave your comments below if you have other questions about recording your expense-related transactions. I'm always here to help.
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Banking
But can you export this data in?
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Good to see you in this thread, Cmckay.
You can export your data in QuickBooks Online (QBO), let me show you how:
- Go to the Gear icon at the top.
- Choose Export data.
- In the Reports tab, select the date and toggle the reports to export.
- After that, click the Lists tab and toggle the lists to export.
- Hit Export to Excel.
- You'll be prompted with confirmation that the data has been exported.
- Tap OK.
For more details about this, see this resource: Export reports, lists, and other data from QuickBooks Online.
Keep in touch if you need more help with exporting data in QBO, or there's anything else I can do for you. I am always here ready to help. Have a great day and take care always.
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sorry I meant I want to Import this data in. Take our Payroll Journal Checks and the Check to have the multiple accounts (Categories for the JL).
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Banking
Hi there, Cmckay.
Thank you for dropping by the Community. I'm happy to provide some feedback for you. Unfortunately, you can't import data from previous payroll into QuickBooks Online, QBO only uses information for the current year for tax purposes and because it is a cloud storage based system there's only limited room. So my recommendation to you would be to store your payroll information on you computer, whether in Excel or another spreadsheet type software. If you'd like to leave feedback to our product engineers you can do so at this link. I'm also including a link to our webinars and events page, in which you can sign up for classes and more to learn additional information about a number of products.
If you have any other questions, feel free to post here anytime. Thank you and have a lovely day.