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August 13, 2021
Question

There are several payments I made on my personal account before I had my business account - please could you tell me if there's a way to add these without adding all of my personal account too? This is a joint account and I'd like to keep it separate

  • August 13, 2021
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1 reply

Adrian_A
August 13, 2021

Hi bimbleswalkies-g,

 

I've got a way on how you can record the payments into your QuickBooks Self-Employed account.

 

You can manually add the items and then categorize them. Here's how:

 

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a brief description.
  3. Click the Select a category hyperlink and organize your transaction.
  4. Click Save.

 

Additionally, I've included an article about categorizing transactions in QBSE. This helps you ensure your books are accurate: Schedule C And Expense Categories.

 

Let me know if you have other questions about the categorization. I'll be around to help you out!