Split transactions in QuickBooks Self-Employed

Learn how to split a single transaction between business and personal, or into multiple categories.

In QuickBooks Self-Employed, you can split transactions when you're categorising them. You can split transactions between business and personal, as an amount or percentage. You can also split business transactions between multiple Schedule C expense categories.

Split a transactions

If you need to split a transaction by a percentage, sign in to QuickBooks Self-Employed in a web browser. You can only split transactions by amount in the mobile app.

On a web browser

1. Go to the Transactions menu.
2. Find the transaction you want to split.
3. Select Split from the Type column.

This opens the split transaction window:

1. Select Percentage or Amount from the Split by ▼ dropdown.
2. For each split, select Business or Personal from the Type ▼ dropdown.
3. If you select Business, select the link in the Category column and select the category you want the split to go into.
4. Enter the amount or percentage for each split.
5. To add additional splits, select Add line.
6. If you need to exclude a split, select the Exclude checkbox.
7. When you're done, select Save.

Tip: If you want to create a rule to split this type of transaction the same way each time, select the Always split checkbox.

On an iPhone or iPad (iOS) or Android phone or tablet

1. Go to the Transactions menu. On Android, select the menu ☰ icon and then Transactions.
2. Find and select the transaction you want to split.
3. Select Edit.
4. Select the Split option.
5. In the Category column, select Personal or a business category for each split.
6. In the Amount column, enter the amount for each split.
7. To add additional splits, select Add line.
8. When you're done, select Save.

Unsplit a transaction

On a web browser

1. Go to the Transactions menu.
2. Find the transaction you want to change.
3. Select the Split icon. You can select it for any of the splits.

This opens the split transaction window:

1. Select the Trash icon for all but one split. Now categorise the single split like any other transaction.
2. Select Business or Personal from the Type ▼ dropdown.
3. If you select Business, select the link in the Category column to categorise the transaction.
4. When you're done, select Save.

You now have a single, categorised transaction.

On an iPhone or iPad (iOS) or Android phone or tablet

1. Go to the Transactions menu. On Android, select the menu ☰ icon and then Transactions.
2. Find and select the transaction you want to split.
3. Select Edit.
4. Select the Business or Personal option. This cancels the split.