Hello, SOUTHSTREETMOTORS.
I also see the importance of categorizing my own data whenever I compile my receipts or personal transactions. In case you haven't done it yet, I have a workaround you can do to help you categorize your line items on a single transaction.
You'll want to use the Class tracking feature in the meantime. Make sure to enable the One to each row in transaction setting. Here's how:
- Go to the Gear icon, then select Account and settings.
- Click the Advanced tab.
- Under Expand Categories, then toggle Class tracking to On.
- From the Assign classes drop-down menu, select One to each row in transaction.
- Click Save, then Done.
You can add your classes by going to the Gear icon, selecting All list then Classes. Click the New button to add a new class.
When you create a transaction, the Classes column will be available on each line item for you to assign your classes.
I would also suggest sending feedback to our developers if you haven't already done so. Go to the Gear icon, then select Feedback.
Our developers will consider your request and improve the way how tagging works in a split transaction in the future.
If you need help running and customizing basic reports for your transactions, you can check this article for a guide: Run reports in QuickBooks Online.
I'm here to listen if you have any other concerns about managing your transactions in QuickBooks. Do you have any questions with the features? Please let me know and I'll help you out.
