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March 25, 2023
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  • March 25, 2023
  • 1 reply
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Is there a way to split income and tag them separately in QuickBooks?

Suggestions greatly appreciated, thanks. 

1 reply

March 25, 2023

Hello there, @vacationholdingsllc.

 

I can share information about splitting and tagging accounts in QuickBooks Online (QBO).

 

In QBO, we can split accounts in one transaction but tagging it separately is not an option. However, you can track transactions using more than 1 class category. For example, you can assign an item to one or more classes when creating a transaction. Let me walk you through the steps:

 

  1. Log in to your QuickBooks Online account.
  2. Click the +New button and select the type of transaction you want to record.
  3. Enter the necessary info.
  4. In the Item details section, add 3 line items for a single item and assign it to different classes.

 

To know more about the class tracking feature in QBO, you may visit this article: Class tracking in QuickBooks Online

 

Then, you can run several class reports to track transactions by class. For the detailed steps here is an awesome link that you can open: Run reports by class.+

 

Visit me here again in the Community and keep me posted if you have other questions about splitting accounts. I'm determined to help you succeed.

March 31, 2023
Hello DebSheenD,
thanks for your response to my post. We're a small startup and currently subscribed to simple start.
We don't have the class tracking option due to affordability. Is there any other alternative than an upgrade?