Thanks for chiming in on this thread,
I'd like to verify some information. Are you using QuickBooks Online? Do you want to categorize the personal transactions downloaded from your bank? If so, It's best to add them, so it matches with your bank statement when you reconcile the account.
To avoid recording the transaction as a business expense, many business owners add the transaction to an equity account they’ve created, called an owner’s draw. Before doing so, I recommend consulting with your accountant if you’re not sure how to handle a personal expense.
If you're not affiliated with an accountant, you can visit our Intuit Find-A-ProAdvisor site to find certified professionals near you.
On the other hand, if you decide to remove the personal transactions, you can follow the steps provided by my colleague MadelynC. Please note that excluding a transaction doesn't appear in any account registers or financial reports.
For more information about the process, feel free to read these articles:
Should you have any additional questions or other concerns, please leave a reply below. I'll be right here to help you out some more. Take care and stay safe!
