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Level 2

How to upload an invoice to a split transaction

Hello. I have split my monthly mobile phone contract transactions to 25% business and 75% personal. Where or how do I upload the invoice which obviously shows 100% of amount? If I upload it to the 25% split business part it's obviously not going to match up. Sorry, I'm new to this!

 

I'm using Quickbooks Self Employed

1 REPLY 1
QuickBooks Team

How to upload an invoice to a split transaction

Hi there, Handlez.

 

I'd suggest manually uploading the invoice payment with 100% of the amount. Then, you can categorize the transaction that you imported so you're able to split the entry to 25% business and 75% personal.

 

Here's how:

 

  1. Go to the Transactions menu.
  2. Find a transaction on the list.
  3. Choose Business if the transaction was for business, or select Personal for personal. If the transaction was both, choose Split.
  4. Review the category in the Category column.
  5. If you need to change the category, choose the category link. Select a general type, and choose a more detailed category.
  6. Hit Save.

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For additional information, you can click this article: Categorise transactions in QuickBooks Self-Employed.

 

Then, if you want to put your entries manually in QBSE, you can check this article to see the steps: Manually add transactions in QuickBooks Self-Employed. And, categorize them to business or personal.

 

Please refer to this article to view details on how to exclude entries that you see as duplicate transactions from your connected bank and credit card accounts: Handle duplicate transactions in QuickBooks Self-Employed.

 

Keep me posted if you have additional questions. I'm still here to help you further. Just add a comment below or mention my name. Wishing you and your business continued success!