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July 23, 2022
Question

HelloWhere abouts do I put 'drawings' into please?

  • July 23, 2022
  • 1 reply
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1 reply

August 3, 2022

Hello there, @enquiries41.

 

I can see the importance of categorising your drawings to the appropriate account in QuickBooks Online (QBO). Let me route you to the best support who can help you select the best one so you can keep your financial data accurate.

 

To help you choose the appropriate account in which you can put your 'drawings' into QBO, I would encourage you to consult your accountant. They can provide expert advice and direction tailored to your business needs.

 

In case you already have an accountant, and then you want to add them to your QBO account, here's how:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings or Gear ⚙ icon and select Manage users.
  3. Select the Accounting firms tab.
  4. Click Invite.
  5. Enter your accountant's info and select Save.

 

Once everything is all set, I would encourage you to reconcile your accounts every month. Doing so will help you monitor your income and expense transactions and detect any possible errors accordingly. For the step-by-step guide, please see this article: Reconcile an account in QuickBooks Online.

 

You may also want to visit one of our Help pages as your reference in managing your QuickBooks account and your business's growth and transactions using QBO: QuickBooks Help and Support. It includes QuickBooks help articles, Community discussions, and video tutorials, to name a few.

 

You can keep me posted on how it goes in the comments below. If there's anything else you need, or you have other questions about managing accounts and categorising transactions in QBO, I'm always ready to help. Take care, and I wish you continued success, @enquiries41.