Employees and payroll

Hello there, walshpr1.


We don't recommend combining personal and business transactions. The reason why we have to separate them is because of tax purposes, including writing off business expenses. 

However, if you only want a subscription for both personal and business finances. I would recommend using the QuickBooks Plus version. It has a category feature that allows you to assign class and location of every transaction.


If you're currently subscribing to other versions, you can upgrade it within your book. Here's how:

  1. Go to the Gear icon.
  2. Click Account and Settings under Your Company.
  3. Select Billing & Subscription on the left side.
  4. Click Upgrade your plan. Then, select the Plus version.



If you're not subscribing to QuickBooks Online yet, you can go to this link and select the Plus one. Enter your email address and other needed information to sign up.


Also, you may want to visit here to know more on how the personal and business funds work in QBO. 


If you have additional questions, don't hesitate to post them here. I'll help you figure them out . Thanks! Take care!

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