QuickBooks Team

Sales and invoicing

Hi there, 

 

Running your business with QuickBooks Online is an awesome way to stay on top of your bookkeeping. I know how important it is to account for business and personal expenses in QBO, and I'd be happy to shed some light on this for you. 

If you've used the Receipt Scanning tool, your expense will be uploaded with the total amount to QBO. The scanning option allows you to select only one payment account, and at this time there's no way to split the transaction using this feature. Don't worry, there's a simple workaround you can use in order to resolve this. 

All you have to do is journal entry out the personal items to the correct account. This will help you ensure all funds are being recorded correctly. You can create a journal entry by clicking + New > Journal Entry

 

If you're not sure how to enter the proper information into the Journal Entry form, please reach out to an accountant for their advice. If you're not yet connected to an accountant in QBO, you can find one in your area here: Find a ProAdvisor.

Here's a few additional resources you may find helpful:

If you have any other questions, our tech support team is standing by to help.

Cheers.