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Mel247
December 27, 2021
Question

Spliting a transaction

  • December 27, 2021
  • 1 reply
  • 0 views

Hi everyone,

 

UK based question

I am using QuickBooks Self Employed

 

According to the online chat support it is not possible for me to split a transaction unless it has been downloaded from my bank account, which does not make a lot of sense to me.

 

There is no drop down option for me to do it!

 

As an example I have added Manually a transaction for Petrol in the amount of £30.00 and want to split it £10.00 for personal and £20.00 for business.

 

At this present time I do not have my bank account connected to QBSE and out of personal choice do not wish to at this present time.

 

Does anyone have any ideas or suggestions how to work around this, or am I missing something here, as I would have thought that no matter how data is entered you should be able to split amounts.

 

Thank you

 

 

1 reply

AlexV
AlexV
December 27, 2021

Hi Mel247!

 

Thanks for posting here. Allow me to assist you with the manually added transaction.

 

That is correct. The option to split a transaction is only available only to those imported transactions. 

 

You don't need to link your bank account to QuickBooks Self-Employed to be able to split a transaction. You can get a file from your bank and manually import them. You'll have the option to split them when reviewing them. Check this link for the detailed steps: Manually import transactions into QuickBooks Self-Employed.

 

Additionally, you can send feedback to our engineers and let them know that you want the split option for those manually entered transactions. From the Transactions menu, click the Give feedback button.

 

I also added these links if you need more help in managing your data in QuickBooks Self-Employed:

 

Post a comment if you have additional concerns with your transactions. Take care!

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