Connecting multiple transactions to one instance that involves vendor and customer

Hello there,

You can record a personal expense from a business account. Doing so will also ensure that your financial records reflect the accurate flow of funds. Here is how:

1. Go to + New.
2. Select Check or Expense.
3. Choose a Payee from the dropdown ▼ menu.
4. Select the Bank Account, Cash Account, or Credit Card you used to make the purchase.
5. In the Category details section, click the dropdown menu ▼ to select the tax category that fits your needs.
6. Enter the Amount of the purchase.
7. Click Save and close.

Then, reimburse the company. Follow these steps:

1. Go to + New.
2. Click Bank Deposit.
3. Choose the Account to add the reimbursement to, and select the Date.
4. Go to the Add funds to this deposit section. In the Received From field, enter the person who made the personal expense, then select the account.
5. Choose the Payment Method and enter the reimbursement amount.
6. Click Save and close.

For more details, refer to this article: Pay for personal expenses from a business credit card or bank account in QuickBooks Online.

You may visit these links to guide you on how to categorize your transactions and reconcile your account flawlessly:

• Categorize and match online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.

Please do not hesitate to reach out to us again if you have any additional concerns regarding QuickBooks. We are always here to assist you with any questions you may have. Stay safe!

Hi James, 

This response doesn't address my question. None of the transactions were personal. They were all business related.