Hey @waterboymonrovia,
You can link your personal account but exclude unrelated transactions by using the "exclude" feature in QuickBooks. After linking, review each transaction and exclude personal ones, so only business-related expenses impact your financial reports.
Finally, record a journal entry for an owner's investment to move all selected business transactions out of the personal checking account, leaving a zero balance in that account on the balance sheet. This way, your financial statements remain accurate and clean.
P.S.: I’m a QuickBooks ProAdvisor with 7+ years of experience. Need help with QuickBooks Bookkeeping?
Google my username to see my proven track record!
