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logan-leadmultip
Level 1

Can I also create reports and use Quickbooks for my personal income/expenses in addition to my business?

 
2 Comments 2
MadelynC
Moderator

Can I also create reports and use Quickbooks for my personal income/expenses in addition to my business?

I have some insights to share with you, @logan-leadmultip.


In QuickBooks Self-Employed, you can add and manage your personal income and expense transactions at any time. You’ll just need to make sure you categorize them accordingly.


The program offers Personal and Business categories to prevent mixing issues, and so QuickBooks can calculate accurately.


Concerning reports, you may consider downloading them and manually customize the information to Excel. Let me show you how:

 

  1. Go to the Reports menu.
  2. Select the report you need.
  3. Filter/select the date period.
  4. Click the View dropdown arrow, then choose Download.
    Capture.PNG


You can read this reference to learn more about how to categorize the transactions in QBSE. This provides complete instructions to manage and separate your entries.


Don’t hesitate to leave a message below if you need further assistance with your personal transactions. I’ll be here anytime to help you out. Always take care!

Fiat Lux - ASIA
Level 15

Can I also create reports and use Quickbooks for my personal income/expenses in addition to my business?

@logan-leadmultip 

If you have to open a new QBSE account, make sure to click the Buy button to get the discounted price for up to 3 months. If you purchase from the Trial account, you have to pay the regular rate.
https:// quickbooks.grsm.io/US
https:// quickbooks.grsm.io/us-promo

 

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