Hello, info@confidentia. I'm here to share some information about adding a personal account to QuickBooks Online (QBO).
QBO is designed to track your business income and expenses. Though you can connect as many business and personal accounts as you want, it's always a best practice to keep your business and personal transactions separate.
Here's how:
- Go to the Bookkeeping menu, then select Bank Transactions.
- Click Connect account on the landing page.
- Search for your bank, then click Continue.
- Sign into your bank by entering your banking username and password, then follow the onscreen steps to connect. Your bank may require additional security checks.
- Select any accounts you want to connect like your savings, checking, or credit card.
- From there, choose the matching account type from your chart of accounts in QuickBooks.
You also want to consider adding a new QBO account intended to record your transactions only. You can also subscribe to Intuit Mint, which is designed for managing personal finances.
To add up, I'm sharing these links below that provide information about how to handle personal expenses in a business account and vice versa, in case you need them in the future:
How to pay for personal expenses from a business credit card or bank account
Learn how to record business expenses you made with personal funds in QuickBooks Online
Keep in touch if you have any clarifications or other concerns about QuickBooks. I’ll be glad to lend a helping hand. Enjoy the rest of the day.
