When I am logging expenses like rent for home office space do I have to calculate the percentage or does the app do it for me?

I am just trying to figure out when it comes down to rent or utility bills if I am supposed to log the whole amount and the app configures the percentage of my home office for me, or if I am supposed to do it like a split and do a certain percentage personal and a certain percentage business home office?


Hello there, lowmanj91,

I can clarify this for you.

QuickBooks Self-Employed (QBSE) is a tax software that is meant to support self-employed individuals in tracking their business-related transactions. The system helps you calculate federal estimated taxes based on the business data. 

You can also pay your quarterly estimated taxes and file your Schedule C when filing the annual tax return (1040).

QBSE is up-to-date with the IR's latest self-employment and Schedule C deduction standards. Just add your expenses and other transactions, then we'll take care of the rest.

Manually-entered expenses are automatically categorized as a business. Personal transactions aren't included in the calculation of their estimated taxes, it's for recording purposes only.

If you need to split them, you can import your bank transactions using CSV files to bring them in by logging in to the website.

When importing to QBSE, you must use either 3-column or 4-column format. Feel free to read this article for more details: How to import bank transactions using Excel CSV files.

To import the transactions:

  1. Log in to your QBSE account.
  2. Go to the Transactions tab.
  3. Click the drop-down menu next to Add transaction.
  4. Select Import transactions, then select the bank you are working with.
  5. Click Import older transactions under the Action column.
  6. Click the Browse button and locate the file you've exported above.
  7. Click Include all transactions 
  8. Review your transactions, then click Continue.
  9. Click OK, and then Done.

For more information in splitting transactions, here's an article you can check on: Split and Exclude Transactions.

To learn more about QBSE, you can read through this link: QuickBooks Self-Employed Overview.

Feel free to leave a comment below if there's anything else I can help you with adding your entries. I'd be happy to help.

Was this answer helpful? Yes No
IntuitMaryLand , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.