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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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J1801
Level 2

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In my onboarding session I was shown how to bring a private loan into the company. It is now showing there in my accounts as a current liabilities/loan payable which I think is right as it is intended to be paid back in the current year. But it also shows up as a Sale on the dashboard. But it doesn’t show up in Sales categories anywhere. Any ideas? The loaner is listed as a customer but then so is the director who also made a loan and whose Loan shows in the Directors account but not as a Sale.  NB if I run a Sales by Customer report it also shows as a Sale to the loaner.  I’m confused!

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