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Normally when you create an account you can enter the opening balance, but since you already created it you need to do it differently
show a deposit to the other asset account and use owner equity investment as the source account for the deposit
If you are planning on tracking a brokerage account buying and selling stock, QB is not set up for that kind of thing at all, Quicken is better. Just enter the plus/minus numbers monthly in QB using equity draw/ investment as the source accounts
Normally when you create an account you can enter the opening balance, but since you already created it you need to do it differently
show a deposit to the other asset account and use owner equity investment as the source account for the deposit
If you are planning on tracking a brokerage account buying and selling stock, QB is not set up for that kind of thing at all, Quicken is better. Just enter the plus/minus numbers monthly in QB using equity draw/ investment as the source accounts
Thanks.
Not tracking individual stocks, simply want to track a managed investment for our nonprofit.
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