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jonathankito
Level 1

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

 
Solved
Best answer April 18, 2020

Best Answers
Rea_M
Moderator

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

Hello there, jonathankito.

 

Your expenses categories will appear as "-Split-" if your transactions have multiple line items. Let me share further details about it.

 

When you pull up a certain report, you can view the details of the line items and the accounts connected to it by selecting the transaction. Then, you'll be routed to the  transaction window where you can review its information.

 

Furthermore, there's a specific report where you can view the complete list of your transactions with splits. It's the Transaction List with Splits. To pull it up, here's how:

  1. Go to the Reports menu.
  2. Search for Transaction List with Splits.
  3. Select the Customize button.
  4. Set the date range in the Report period section.
  5. Change the columns by selecting the Rows/Columns drop-down arrow.
  6. Select the specific information you want in the Filter drop-down.
  7. Click Run report.

 

Once done, you can memorize the Transaction List with Splits report to save its current customization settings. For the detailed steps, kindly refer to this article: Memorize reports in QuickBooks Online. It also contains information on how to set a schedule and email the memorized report.

 

Please let me know if you have other concerns. I'm just around to help.

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15 Comments 15
Rea_M
Moderator

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

Hello there, jonathankito.

 

Your expenses categories will appear as "-Split-" if your transactions have multiple line items. Let me share further details about it.

 

When you pull up a certain report, you can view the details of the line items and the accounts connected to it by selecting the transaction. Then, you'll be routed to the  transaction window where you can review its information.

 

Furthermore, there's a specific report where you can view the complete list of your transactions with splits. It's the Transaction List with Splits. To pull it up, here's how:

  1. Go to the Reports menu.
  2. Search for Transaction List with Splits.
  3. Select the Customize button.
  4. Set the date range in the Report period section.
  5. Change the columns by selecting the Rows/Columns drop-down arrow.
  6. Select the specific information you want in the Filter drop-down.
  7. Click Run report.

 

Once done, you can memorize the Transaction List with Splits report to save its current customization settings. For the detailed steps, kindly refer to this article: Memorize reports in QuickBooks Online. It also contains information on how to set a schedule and email the memorized report.

 

Please let me know if you have other concerns. I'm just around to help.

Samfin
Level 1

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

Hello there, may I know what does multiple line items mean? Thank you

Samfin
Level 1

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

May I know what does multiple line items mean? 

Catherine_B
QuickBooks Team

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

I can provide some details and show you how multiple items look like, Samfin.

 

Multiple line item means splitting a transaction with more than one account or product that is being used in a single transaction. When you run the Transactions List with Splits and try opening a transaction, you'll see that there are multiple line items in the Product/Service or Category section of a transaction, thus affecting multiple accounts. You can refer to the screenshots below as your reference on how multiple items look like in a transaction. 

 

If you need more help in handling your expense and sales transactions, you can always view them individually or run reports

 

If there's anything else I can help with, feel free to post here anytime. Thanks for dropping by and have a good day. 

Samfin
Level 1

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

Hello there, thank you for clarifying. But i have 2 invoices that are purely just services but under category it still display "-Split-", please refer to the screenshot i attached to refer to as an example. Is it because of the trade payable? In order to balance the Debit/Credit hence causing the "-split-" remark to appear?

BettyJaneB
QuickBooks Team

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

Thanks for reaching back out to us, @Samfin.

 

It's my priority to help you get to the bottom of this matter. I'd like to ensure that we're on the same page so I can give you the right amount of information.

 

I want to ask for the screenshot of your expense transaction that's showing as split. It was not included in your previous response. This way, I can see a better picture of your entry.

 

Please get back to me by leaving a reply below.

 

I'll be keeping an eye out for your response on this. Keep safe!

Samfin
Level 1

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

Untitled.png

 

my apologies, here you go. as you can see in my expenses i have placed all under services, but it still caused a split.

BettyJaneB
QuickBooks Team

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

I appreciate the screenshot that you gave, @Samfin.

 

Let me provide some clarifications on why your bill is showing as Split in QuickBooks Online.

 

Yes, you're right. The entry is showing as Split because the system is trying to balance the transaction journal (debit/credit) of the bill. Any accounts affected on your bill will be posted and this is the reason why it shows as Split. 

 

Know that the accounts used will be based on the number of items that you enter on the bill, even if they have the same item type.

 

To guide you in managing your transactions for smooth reconciliation, you can always use these links attached:

My doors are always open to help if you have any questions in mind, @Samfin. I'll make sure you're all set. Keep safe!

Reza Parvizi
Level 1

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

Hello,

 

How do I unsplit my transaction? 

Like Amazon is showing split in the category but I want to show separately so I want to unsplit it but I dont know how.

 

Thank you

Reza Parvizi
Level 1

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

Hello,

 

How do I unsplit my transaction? 

Like Amazon is showing split in the category but I want to show separately so I want to unsplit it but I dont know how.

 

Thank you

Angelyn_T
QuickBooks Team

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

Hi there, Reza.

 

Transactions will show as split when there are multiple accounts or line items used on a single entry. If you wish to unsplit the Amazon entries, you can remove the other lines from your transaction.
 

 

  1. Select the expense transaction, then click on View/Edit under Action.
  2. Remove the other line items from the transaction.

 

Once done, you can create a new entry for the deleted account or category.

 

You can also do the same thing for downloaded banking transactions.

 

For additional resources while handling your expenses or banking transactions, you can check out these articles:

 

 

You can also utilize your reports to keep track of the transactions recorded in QBO. You can use this link as your guide: Create and manage reports.

 

If you have any other follow-up questions about split entries, let me know by adding a comment below. I'm more than happy to help. Keep safe!

KenniCole
Level 1

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

Do you know why this might happen even if all the "Category" entries are the same?

Maybelle_S
QuickBooks Team

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

Thanks for joining the thread, @KenniCole. Let me share some details about categories showing as split in QuickBooks Online (QBO).

 

The expense entries show as split on the report if your transactions have multiple line items. It will also depend on the type of reports that you've pulled up.

 

The Transactions List by Vendor or Transactions List by Date report will show the split transaction with multiple items. It will combine the total amount of your expenses. However, the Transaction Detail by Account report will show you each amount of the accounts or items used in the transaction. You can customize them if you want to show each account or item used.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the search bar, type Transactions Detail by Account.
  3. Select the date range from the Report period section.
  4. Click Customize.
  5. In the Rows/Columns section, click the Change column link.
  6. Put a checkmark on Account.
  7. Hit Run report.

 

Also, you can access all reports available within QuickBooks through the help of these articles:

 

 

Let me know if there's anything else you need help with transactions in QuickBooks. I'm always here to assist.

AVLCPA
Level 1

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

Nothing comes up when i search for "Transaction List with Splits." Why can't we have the expand button like in Desktop?

AVLCPA
Level 1

Why do some of my expenses categories appear as "-Split-" instead of the name i assign?

What is the Transaction List with Splits?  I do not have this report.  Why can't we have the expand button like in desktop?  This is very frustrating.

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