Client Corporation with many connected personal accounts and Onwers Contribution / Draw

Hello HeadsHurtin,

I can appreciate where your screen name is coming from with this situation. As technical support, this makes my head spin a bit, too!

It's a lot to go over, for sure and the QuickBooks Online Accountant edition has tools that can help you with taking care of a large number of transactions. At Intuit, we know accountants have a lot on their plate and we like to do what we can to help make handling that as easy as possible with tools such as the Reclassify Transactions tool. While it can't reclassify every kind of transaction or every part of every transaction, it may be able to save you some time when you're going through your client's books. Here are a few links that go over that.

• About Accountant Tools (note that the tool names are clickable)
• Reclassify or move multiple transactions at once

When it comes to the personal transactions, or any transactions really, that don't need to be in the books, you're welcome to simply delete them.

Otherwise, it'll be a matter of sorting through the transactions to figure out where they should go, how to change them, if they need to be deleted and recreated properly, and so forth. I've got a few articles and community responses here that may help you figure this out.

• Mixing business and personal funds
• Add an owner or partner to your books
• Track personal money or investments to your business
• Void or delete transactions in QuickBooks Online
• Exclude expenses from downloaded bank transactions
• How do I record dividends paid to shareholders as shareholder loans? (QuickBooks Online community response)
• How do I enter dividends I take from the company? (This is a QuickBooks Desktop community question response, but it may still be useful to you.)

Feel free to search community for other questions you may have going through this process. The wonderful thing about community is it has responses from QuickBooks Team members such as myself as well as other users and accountant users who can share their experiences and tips.

All the best to you!