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lilypinner-hotma
July 4, 2021
Question

Can you seperate personal expenses & income from your business ones? I know you can in the self employed app but can you on this one?

  • July 4, 2021
  • 1 reply
  • 2 views
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1 reply

R
Ryan_MModerator
Moderator
July 4, 2021

I'll help you out with your concern about separating business and personal funds in QuickBooks Online (QBO), @lilypinner-hotma.

 

You can create journal entries to record these type of transactions. I suggest consulting your accountant or bookkeeper on what accounts to use to keep your books accurate. 

 

Please refer to these articles for additional information: 

 

You're always welcome to post a reply if you have additional questions about your QBO company. I'll be around to help you out. Enjoy the rest of the day!

L
lilypinner-hotmaAuthor
July 4, 2021

Thankyou but that’s just silly. I think I will stay using my self employed quick books because I can filter it it’s a swipe of the screen. I am a self employed sole trader & only wanted to use the online accounting one so my accountant had access but it seems it’s going to be more trouble than it’s worth. I’ve cancelled my subscription I might see if I can get a refund as I only used it for 30 minutes before I realised its not for me 

J
JonpriL
Level 9
July 4, 2021

I wish I could make it better, @lilypinner-hotma.

 

You're on the right track, it is best to cancel your subscription right after you purchased it if you've decided it doesn't fit to run your business with. With this, I'd recommend contacting Customer Care Support.

 

With their tools, one of our specialists can pull up your account on file and processed the refund you need with conditions applied. You can do so by following the steps below:

 

  1. Go to Help.
  2. Select Contact Us.
  3. Enter Subscription Refund in the What can we help you with? field.
  4. Click Continue.
  5. Choose a channel where you wanted to connect with our team.

 

On top of that, I've also included this reference helpful in understanding what happens after your subscription is canceled: The length of time QuickBooks Online stores your data under our data retention policy.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand. Take care and stay safe!

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