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flbur
January 25, 2025
Question

Multiple glitches with split transactions

  • January 25, 2025
  • 1 reply
  • 0 views

I'm finding lots of glitches with the Split transactions function in QB Self-Employed. 

 

1) the percentage function is not accurate all the time - fine with things like a 50:50 split but things like a 85:15 percentage split come out as 87:13. It also doesn't apply the rule retrospectively.

2) tagging split transactions is inconsistent - it looks like it as worked, but then when you look back at the transaction it doesn't have a tag. This is the same for single and bulk tagging

3) similarly recategorising split transactions in bulk doesn't seem to work - you get the success message but then the category hasn't changed.

 

Have tried multiple browsers, incognito mode, clearing caches etc. A solution would be appreciated!

1 reply

J
JoanaC
January 25, 2025

I recognize the importance of resolving this issue promptly, Flbur. Let's work together as a team to address and fix the transaction split function.

 

Since you have completed the basic troubleshooting steps but are still experiencing the same error, I recommend contacting our support team for further investigation. They have the necessary tools to access your information in a secure environment. Here’s how to reach them:

 

  1. Go to Help.
  2. Click Contact Us.
  3. Provide a brief information about your issue, then click Continue.
  4. Select between:
  • Connect with us via Chat
  • Request a callback

 

Additionally, I'm sharing these articles to assist you in managing your transactions downloaded from the bank:

 

 

We are here to assist you further with any concerns regarding your transactions. Take care.

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