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Charies_M
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You've reach the right place, Nickelsink.

 

I can help you pay back for personal expenses from a company credit card in QuickBooks Online (QBO).

 

First step is to make sure there is a record of personal expense from the business account. Below are the instructions on how to do it:

 

  1. Go to + New.
  2. Click Check or Expense.
  3. Select a Payee from the dropdown menu.
  4. Choose the Bank Account, Cash Account, or Credit Card you used to make the purchase.
  5. In the Category details section, select the dropdown menu to select the tax category that fits your need.
  6. Enter the Amount of the purchase .
  7. Select Save and close or Save and new.

Once done, you can now record a reimbursement. Just follow these steps:

 

  1. Go to + New.
  2. Click Bank Deposit.
  3. Select the Account to add the reimbursement to, and select the Date.
  4. Go to the Add funds to this deposit section. In the Received From field, enter the person who made the personal expense, then select the account.
  5. Choose the Payment Method and enter the reimbursement amount.
  6. Click Save and close or Save and new.

For more details about the whole process of reimbursing personal expenses from business credit card, check out this article: Pay for personal expenses from a business credit card or bank account.

 

To help you with future tasks and tips when using QBO, you might want to visit our Help Articles.

 

Get back to me if you need help while reimbursing personal expenses of anything about QuickBooks. You can count on me. Enjoy the rest of the day!

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