Keeping Business and Personal accounts separate

Welcome, @cdiepholz :wave:

We have some content about Small Business and the dashboard that’s available in the Community Solutions add-on here: Docs: Small Business Comprehensive Guide

I’d recommend keeping business and personal accounts separate and try not to co-mingle. If you do use a business for personal or vice versa I recommend just manually copying/pasting the transaction to the correct sheet and remove from the non-applicable sheet.

As for the W2 / 1099 question, I’d get set up with Tiller and then share with your accountant and ask for their advice.

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