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Replying to:
Ethel_A
QuickBooks Team

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Hello there.

 

Let me share additional information about recording personal loans in QuickBooks Desktop.

 

You can record the personal loans through deposit or Journal Entry. As for the account affected, I recommend consulting an accountant to avoid messing up your books.

 

Here's how to create a Journal Entry:

 

  1. Go to the Company menu and choose Make General Journal Entries.
  2. Fill out the fields to create your journal entry. Make sure your debits equal your credits when you’re done.
  3. Press Save & Close.

 

If you don't have an accountant, click this link: Find an Accountant.

 

For future reference, you can read these articles to help you track loans in QuickBooks Desktop:

 

 

Let me know if you have questions about tracking loans in QuickBooks Desktop. I'm always here to help. Have a great day.

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