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Porcupine24
August 30, 2022
Question

Splitting multiple transactions / split presets

  • August 30, 2022
  • 1 reply
  • 0 views

There's a couple features I'd really like but for some reason they are absent.

If I have 10 transactions for my car expenses, for example, I'd like to be able to select all 10 at once, hit split, and set the percentage to split by.

Better still, I'd love a preset for splitting whereby I could create a 80/20 split and call it 'Car', then apply that split preset to any transactions that fall into the car expenses category.

I can't do either of these things but they seem easy to implement.

Are there any plans to add these features?

It's a real pain having to go through 10 transactions one at a time and manually setting the same percentage to split by for each one.

1 reply

A
AbegailS_
August 30, 2022

Hi there, @Porcupine24. 

 

I appreciate your feedback and can see how the benefit of the features you've mentioned above would aid you in running your business with QuickBooks Online (QBO).

 

We take customer suggestions as opportunities to improve the various features of our products. Therefore, I would encourage you to send suggestions or product recommendations.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

In case you need help in categorising your downloaded transactions from your bank or enter into QuickBooks, click this article more info: Categorise transactions in QuickBooks Self-Employed

 

I've added our transactions page in QuickBooks Self-Employed. It contains articles that can help you manage your account and answer you're How do I questions: Transactions Hub for QBSE.

 

I'm always here if you still have questions about adding those items to your invoices or any concerns about QuickBooks. Let me know in the Reply section. Have a wonderful day.

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