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V
vmshaw01
September 2, 2020
Question

How do I setup in QB Desktop 2020 a client with a business and personal account.

  • September 2, 2020
  • 1 reply
  • 1 view

His CPA files a 1040 with a Schedule C. ( not much info from him) Would it be easier to set then up separately? I know QB isn't really made for personal use. I am pretty sure there were funds were used to pay expenses for personal use.

1 reply

J
JamesM
Level 5
September 2, 2020

Hi there, 

 

Knowing how to properly record your transactions is a good exercise for preventing errors in your books. I'd be happy to steer you in the right direction so you can focus on doing the things you enjoy. 

 

To ensure accuracy in your books, I recommend contacting an accounting professional to get more info on recording the transactions. Doing this will help prevent any future discrepancies in your books. If you're not in contact with one, I encourage you to search for one on our website using this link here.

 

I'll also leave this question here so other accounting professional members can chime in. Let me know if you have other questions. I'm here to help.

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