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padink777
Level 1

I do not see the "split" option anywhere in the transactions section. Is this feature not working?

 
3 Comments 3
MaryLandT
Moderator

I do not see the "split" option anywhere in the transactions section. Is this feature not working?

I can guide you through the steps on where to see the Split option in QuickBooks Self-Employed, padink777.

 

You can see the BusinessPersonal, and Split option on the Transactions page in every entry. Please see the attached screenshot below as a visual guide.
split option.PNG

 

You'll use the Split feature if you need to categorize a transaction into business or personal expenses. 

 

To categorize a transaction:

  1. Go to the Transactions menu.
  2. Find a transaction on the list.
  3. Select Business if the transaction was for business, or select Personal for personal. If the transaction was both, select Split.
  4. Review the category in the Category column. QuickBooks tries to categorize transactions for you.
  5. If you need to change the category, select the category link.
  6. When you're done, click Save.

When you categorize, QuickBooks puts your transactions on the correct line of your Schedule C. This also organizes your income and expenses so you know what areas of your self-employed business have the biggest impact.

 

Learn more about this through this link: Schedule C and expense categories in QuickBooks Self-Employed.

 

Stay in touch with me if there's anything else you need with your bank transactions. I'll be around to provide the steps.

padink777
Level 1

I do not see the "split" option anywhere in the transactions section. Is this feature not working?

Your reply only works if you add receipts first.  It does not work if you add a transaction manually.  But now that I figured that out, it will have to suffice.

padink777
Level 1

I do not see the "split" option anywhere in the transactions section. Is this feature not working?

Thank you.

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