How do I Import Investment Transactions?

Hi there yanda,

Thanks for reaching out about entering your transactions. QuickBooks Online is a great tool able to import transactions from bank sites as well as files so you can have them added to your books. I can provide some assistance with importing transactions.

To connect an account, you can follow the steps in this article. You can also import transactions from a file provided by the financial institution in question by following these steps.

To know how you should be categorizing these transactions so that your books are well-balanced, I recommend reaching out to your accountant. They'll be able to specify how you should be categorizing the se transactions so your balances are reflected correctly. You can invite your accountant by going to the My accountant section and entering their contact details. You can also find an accountant near you by clicking on the Find a pro to help button in that tab.

If you have any other questions, feel free to reach out here.

Hey @yanda,

Best way to do this is by Contacting QuickBooks Help Desk at [scam phone number removed].

Thanks