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November 26, 2021
Question

How do I separate business and personal transactions?

  • November 26, 2021
  • 1 reply
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1 reply

November 26, 2021

Hi wendy91, 

 

Welcome to the Community. QuickBooks is a powerful program that makes it simple to manage your transactions. I'll be glad to steer you along the right path so you can achieve your QuickBooks goals. 

 

Since there isn't a direct way to separate your business and personal transactions in QuickBooks, I recommend taking advantage of some of the features that help you separate your transactions. I suggest looking into using classes as that allows you to classify your transactions. You can create classes to separate your business from personal transactions when you run class reports. I encourage you to check out the helpful resources below with more info about classes:

 

Get started with class tracking in QuickBooks Online

Turn on class tracking in QuickBooks Online

Create and manage classes in QuickBooks Online

Track your transactions by class

 

Let me know if this info helps by leaving a comment below. I'll be here in case you have any other questions. Otherwise, I wish you a great rest of the week.