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February 22, 2021
Question

I have received income data and they shows up on the transaction list but isn’t being figured into the breakdown

  • February 22, 2021
  • 1 reply
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1 reply

February 22, 2021

Hello @smyf7,

 

All date of your downloaded transactions is dependent on the information provided by your financial institution. Let's consider splitting your transactions with the correct category and break them down into the appropriate amount. Let me show you how.

  1. Go to Transactions.
  2. Select the transaction in question.
  3. Click Split.
  4. On the Split by menu, select Amount.
  5. Select Add line.
  6. Choose the appropriate category.
  7. Enter the correct amount.
  8. Click Save.

In the same manner, here's an article you can read to learn more about how you can split a transaction: Split transactions in QuickBooks Self-Employed.

 

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Banking for QuickBooks Self-Employed.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.