Hi Tom1,
I can help you separate your business's bank and credit card account transactions so you're able to print them separately. With QuickBooks Self-Employed, it's just a few simple steps to see your transactions separated by account or card. Follow the steps below when logged in through a browser.
- Select Transactions from the left menu.
- Click the Account filter above the transaction list (by default, it should be set to Account: All).
- Choose the account you want to filter for (eg: the business bank account).
- Adjust the Type and Date filters as desired.
- Click the Download icon.
- Open the .CSV file downloaded.
- Print from Excel.
Repeat these steps with the credit card or any other account you'd like. Doing this, you'll be able to get a better idea of which transactions were paid with which account or card.
For more in-depth troubleshooting and guidance, get in touch with the dedicated QuickBooks Self-Employed team. Just click that link, choose the product, and fill out the email form. An agent will be in touch within 24 business hours.
Have a great day. :)
