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March 17, 2021
Question

How do I split a transaction that doesn't allow split?

  • March 17, 2021
  • 1 reply
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1 reply

RenjolynC
March 17, 2021

I hope you're doing well, userjamie1.

 

I'll be happy to give you the details and steps on how you can do this.

 

If the transaction you are trying to split is automatically downloaded from your bank, you can split it by following these steps:

 

  1. Go to the Transactions on the left menu.
  2. Find the transaction you want to split.
  3. Under the Type column, click the Split button.
  4. In the Split transaction pop-up window, select the split amount, type, and category.
  5. Hit Save.

Please see this sample screenshot for a visual guide:

 

 

Otherwise, we're unable to split a transaction that is manually entered. Instead, separately create the transactions.

 

I have this article for more details: Split transactions in QuickBooks Self-Employed.

 

Please keep me updated if you were able to split the transaction. You can also add your other concerns and I'll get back to you as soon as I can. Stay safe!