MJoy_D
Moderator

Account management

You're welcome, @ElenaP1. It's our pleasure to help!

 

I can share some information about the account you can use when recording the payment. 

 

Yes, you can use your personal bank account when recording the reimbursement through a check. You can go to the Chart of Accounts to create a clearing account. This account can be used when recording the reimbursement. 

 

Here's how:

 

  1. Go to the Gear icon () and select the Chart of Accounts.
  2. Click on New. Depending on your account view, you’ll either see a panel labeled New account or New category.

 

For detailed guidance about the next steps you'll perform based on your view, check out this article: Add an account to your chart of accounts in QuickBooks Online

 

You can also check this article for more details about setting up a clearing account. Although it’s for QuickBooks Desktop (QBDT), it also applies to QBO: Set up a clearing account.

 

It'll also be best to consult an accountant to get an advice on how to record this transaction.

 

Here's also more information about manually adding transactions to account registers in QuickBooks Online. It'll guide you with adding transactions directly to the bank register like journal entries, checks, deposits, and many more. 

 

Let me know if you need more information about making payments in QBO. I'm always here to answer them for you. Have a great rest of the day!