Hi there, @amyjsim. I want to ensure you'll be able to add your investment account to QuickBooks Online (QBO).
To ensure you'll able to select the correct Account Type for your Investment account in QBO, I highly recommend asking guidance to your accountant. They can provide advice on what type you can use to make sure everything will be recorded accurately. If you're not affiliated with one, you can use our Find an Accountant tool to look for one near your area.
When ready, check out this article to proceed in setting up an account: Add an account to your chart of accounts in QuickBooks Online.
Once done, you can use this link to help connect your account to bank feeds to automatically download transactions into the program: Connect bank and credit card accounts to QuickBooks Online.
It's also recommended to regularly reconcile your account to ensure the amount matches your real-life bank statement.
Should you require additional assistance in setting up accounts in your QBO, please don't hesitate to drop a comment below. I'll get back to you in an instant to provide a resolution.
