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August 4, 2020
Question

I have a client who is using her personal bank accounts for her business as well. How do i reconcile the bank without the excluded personal transactions

  • August 4, 2020
  • 1 reply
  • 0 views
Also, do i need to reconcile the bank acconts? I would think so, as this would affect her financial statements

1 reply

Level 5
August 5, 2020

Hi Tania22,

 

Reconciling accounts can be a laborious task but don't worry, I'll be happy to help make the process as seamless as possible. 

 

Based on what you've described, I recommend checking with your accountant to see what's the best way forward with this. If you'd like to connect with QuickBooks certified accountants, you can search for them using this link here. Otherwise, here are some helpful resources for reconciling accounts. 

If you're still having issues, don't hesitate contacting our support team for further assistance using this link here. I'll be on standby in case you have other questions.