Split transactions in QuickBooks Solopreneur

Learn how to split transactions in QuickBooks Solopreneur.

Live Bookkeeping: If you need help using QuickBooks, you can partner with a QuickBooks Live Bookkeeper to feel more confident. Find out more about QuickBooks Live Bookkeeping.

You can split transactions in QuickBooks Solopreneur to organize your expenses, track different sources of income, separate expenses that need to be reimbursed, and identify tax-deductible expenses. By dividing transactions into different categories, you can keep accurate records, understand your spending habits, and make tax preparation easier.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view

Split transactions from the Transactions page

If you haven’t already, connect a bank account so you can automatically get all of your transactions into QuickBooks.

1. Sign in to your QuickBooks Online account.
2. Go to Transactions.
3. Find the transaction you want to split and select the Edit ✎ icon.
4. In the Edit transaction menu, select Split transaction.
5. Choose the amount to split into the new transaction. QuickBooks makes sure that the transactions’ amount equals the original total.
6. Choose whether the split transaction is personal or business.
7. Select a category from the dropdown ▼ menu.
8. (Optional) To split the transaction again, select Add another split and repeat steps 5-7.
9. When finished, select Save.