Split transactions in QuickBooks Self-Employed
by Intuit• Updated 1 year ago
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
- Go to the Transactions menu.
- Find the transaction you want to split.
- Select Split from the Type column.
This opens the split transaction window:
- Select Percentage or Amount from the Split by ▼ dropdown.
- For each split, select Business or Personal from the Type ▼ dropdown.
- If you select Business, select the link in the Category column and select the category you want the split to go into.
- Enter the amount or percentage for each split.
- To add additional splits, select Add line.
- If you need to exclude a split, select the Exclude checkbox.
- 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
- Go to the Transactions menu. On Android, select the menu ☰ icon and then Transactions.
- Find and select the transaction you want to split.
- Select Edit.
- Select the Split option.
- In the Category column, select Personal or a business category for each split.
- In the Amount column, enter the amount for each split.
- To add additional splits, select Add line.
- When you're done, select Save.
Unsplit a transaction
On a web browser
- Go to the Transactions menu.
- Find the transaction you want to change.
- Select the Split icon. You can select it for any of the splits.
This opens the split transaction window:
- Select the Trash icon for all but one split. Now categorise the single split like any other transaction.
- Select Business or Personal from the Type ▼ dropdown.
- If you select Business, select the link in the Category column to categorise the transaction.
- When you're done, select Save.
You now have a single, categorised transaction.
On an iPhone or iPad (iOS) or Android phone or tablet
- Go to the Transactions menu. On Android, select the menu ☰ icon and then Transactions.
- Find and select the transaction you want to split.
- Select Edit.
- Select the Business or Personal option. This cancels the split.
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