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January 29, 2023
Question

How do I start entering bank information when the business owner has been using her personal bank account for business transactions?

  • January 29, 2023
  • 1 reply
  • 0 views
Can I just ignore the personal transactions when I record the balances of this account?  And only 'reconcile' the business transactions?  

1 reply

January 30, 2023

Good morning contact-karenfah,

 

Thanks for reaching out to us here and Welcome to the QuickBooks Community! QuickBooks Online is a great tool that helps keep your books balanced. I would be happy to provide some information.

 

Ignoring transaction will have a negative impact on your books. I encourage you to take a look at this article for assistance on how to record business expenses you made with personal funds. If you require additional assistance, I recommend reaching out to our support team outside of the Community. They'll be able to verify your account details in a secure setting, as well as view your screen to better assist you. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out here.