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Replying to:
IamjuViel
QuickBooks Team

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Hello there, @AnimusPress.

 

When managing your downloaded bank transactions, you can see the split option if the transaction is no yet split.

 

You can the Split button in the Type column if you want to edit the split.  

 

To help you save time in splitting same set of transactions , you can create a rule. Just make sure to mark the Always split tick box and Apply to past transactions tick box. 

By doing this, all the transactions that has the same bank description under the same bank account will be split and categorized automatically. You can follow the steps below to review the Split and other categorization rules on your QuickBooks account. 

  1. Go to the Gear icon.
  2. Choose Rules.
  3. From the list of Transaction Rules, locate the Split rule.

Feel free to get back to us here if you have other questions or concerns in tracking your self-employed business income and expenses. I'm just a few posts away.

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