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How do I split a transaction?

Sometimes when you’re managing payments in ZipBooks, you need to split a transaction to apply it to different bills, customers or invoices. You can split a transaction as many times as you need and apply it to multiple tags and contacts. Here’s how.

How to split a transaction:

  1. Select Transactions
  2. Click the transaction you want to split to open expanded view
  3. Click the Edit or Split button and the Edit transaction window will open
  4. Click Add Split button, another transaction line will appear
  5. Specify amounts, balance transactions and hit Save

Edit or Split Transaction

To assign a split transaction to multiple customers, invoices or tags:

  1. Select Transactions
  2. Click the transaction you want to split to open the expanded view
  3. Click the Edit or Split button and the Edit transaction window will open
  4. If needed, Add Split
  5. Click the Gear icon to the far right of the split line
    1. Verify Account/Category
    2. Search for an Invoice number or tag (you can add multiple tags)
    3. Assign the transaction to a specific Customer
    4. Verify the split Amount
    5. If needed, check the box for 1099 transaction
  6. Hit Done, then Save
    1.  

Split Transaction Settings

Note: If the split is for a payment against an invoice, you’ll need to add both the invoice tag and contact tag in order to accurately categorize the payment. 

You can also manage splits and balance debits and credits using the Advanced view from the Edit Transaction window.

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