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Anonymous
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I have a trial QuickBooks online business account and was wondering if it’s possible to also have a personal account to keep track of my personal finances?

 
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Best answer January 11, 2020

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IntuitLily
Moderator

I have a trial QuickBooks online business account and was wondering if it’s possible to also have a personal account to keep track of my personal finances?

Welcome to the Community forum, @Anonymous.

 

It'd be nice to have a personal account to keep track of your finances. However, QuickBooks is designed for tracking business. Mixing business and personal funds can get tricky and thus it's not advisable. You can check this link for more information: Mixing business and personal funds.

 

That being said, if you want to use QBO to track your personal finances, you would need to subscribe to a 2nd subscription and setup your home finances as it's own company file. 

 

Let me know your thoughts about this. I'll be here to keep helping if you need anything else. Have a wonderful day!

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3 Comments 3
IntuitLily
Moderator

I have a trial QuickBooks online business account and was wondering if it’s possible to also have a personal account to keep track of my personal finances?

Welcome to the Community forum, @Anonymous.

 

It'd be nice to have a personal account to keep track of your finances. However, QuickBooks is designed for tracking business. Mixing business and personal funds can get tricky and thus it's not advisable. You can check this link for more information: Mixing business and personal funds.

 

That being said, if you want to use QBO to track your personal finances, you would need to subscribe to a 2nd subscription and setup your home finances as it's own company file. 

 

Let me know your thoughts about this. I'll be here to keep helping if you need anything else. Have a wonderful day!

View solution in original post

umpster007
Level 1

I have a trial QuickBooks online business account and was wondering if it’s possible to also have a personal account to keep track of my personal finances?

I don't need my business account and would like to convert it to a personal account.

 

BettyJaneB
QuickBooks Team

I have a trial QuickBooks online business account and was wondering if it’s possible to also have a personal account to keep track of my personal finances?

Thanks for joining us here in the Community, @umpster007.

 

I've got some information to share on what are the things that you'll need to do so you can utilize your personal account with QuickBooks Online.

 

As mentioned by IntuitLily above, QuickBooks is intended for tracking a business, not for personal finances. However, you have the option to subscribe to another subscription. This way, you'll be able to set up and track your personal finances. 

 

To add up, I'm sharing these links below that provides information about how to handle personal expense in a business account and vice versa, in case you need them in the future: 

Lastly, you can also check out for another platform that is designed to keep personal finances and help you in recording your transactions easier.

 

Know that you can always visit the Community if you have any other concerns with QuickBooks. I'll be around to help. Have a good one!

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