Managing Client’s Personal and Business Accounts

My client manages both personal account and business financial account and also he uses separate personal checking account. So I want to know the best practices. Should I advise him to create a separate QuickBooks account for the personal checking account?

Thanks

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Answer:

In this case I recommended Mint for personal and QBO for the business. I actually start using Mint this week. It helps in personal checking account out of the business and all transactions in personal file.

If it will not work then reach to me again

Thanks

Answered on October 1, 2018.
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