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Replying to:
LauraAB
QuickBooks Team

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Hi SRGN,

 

Thanks for the details about how the transaction occurred. Recording a mix of business and personal accounts requires a bit of accounting knowledge and maneuvering. If you're not an accountant yourself, I recommend speaking with one before entering these kinds of transactions. I want to make sure the information is recorded correctly and your books balance. We also have accountant users her in community that may be able to offer some insight.

 

Take a look at the following articles about how to pay for business expenses with personal funds and about mixing business and personal funds to learn more about how you may be able to handle these kinds of transactions.

 

I've also got an article here about how to manage an accountant user in QuickBooks Online if you'd like to connect with an accountant right in the program.

 

I hope that helps. Stop by again if you have more questions!

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