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April 9, 2023
Question

Is there a way I can download both my personal & business Revolut bank accnt info to my QBO account? If not, should I download QBSE & then transfer the bank info to QBO?

  • April 9, 2023
  • 1 reply
  • 0 views
I currently have a personal bank account and a business bank account with Revolut bank. I am a small business owner and I want to be able to access both my personal and business bank account interchangeably on my QBO account. 

Ive read that QBO is only for business accounts and so you cannot download your personal bank account information.

But I was wondering if there is a way to do it through, separately downloading QBSE and then linking my personal bank information on that and then somehow integrating and transferring my personal bank account info to my QBO business account....?


Because I've just started my small business( Cafe/deli) ,at the moment , I often interchangeably use my personal bank account to pay for some of my business expenses.. and would like to be able to track all my expenses properly in one place. 

And would like to know if there is a way to do that on QBO....?

Thank you all so much for your help..!

1 reply

April 9, 2023

Hi there, james-ritson-hot. 

 

Allow me to share some information about managing your bank accounts in QuickBooks Online (QBO). 

 

Downloading both the personal bank account and business account isn't recommended. I understand that this process might be time-consuming on your end. But please know that doing these steps will ensure that your records in QBO are accurate. When the time comes that you reconcile and close your books, you won't encounter any discrepancies. 

 

See the following articles for more information about owners or partners mixing business and personal funds:

 

 

Feel free to get back to me if you have any additional QuickBooks-related concerns. I'll make sure to be around to assist you again. Take care, and have a good one!