Learn how to record capital investments in QuickBooks Desktop for Mac.
Capital investment is the procurement of money and/or the acquisition of long-term assets such as real estate, vehicles, and machinery to further a business’s goals and objectives.
Create an equity account
An equity account tracks money invested in or taken out of the business by owners or shareholders.
Add an equity account in your chart of accounts.
- Select the Chart of Accounts icon on the homepage.
- Select the + icon on the lower left of the screen.
- In the New Account window, choose Equity from the Type field.
- Provide a name for the account in the Name field then select OK.
You can create additional equity accounts in your chart of accounts and use them to track the following:
- Owner's equity: is the owner’s investment in the business minus the owner’s draws or withdrawals plus the net income.
- Owner's draw: is when a business owner takes funds out of their business for personal use.
- Capital investment: is the procurement of money and/or the acquisition of long-term assets such as real estate, vehicles, and machinery.
- Capital stock: is the amount of common and preferred shares that a company is authorized to issue .
Note: If you have your own company, we recommend that you add at least one equity account to track your personal investment and owner's draws.
Record a capital investment
- Go to Banking then Make Deposits.
- If QuickBooks displays the Payments to Deposit window, do one of the following:
- Select the payments you want to deposit along with your investment check.
- Select Cancel to deposit the investment check alone.
- In the Make Deposits window, choose the bank account where you're depositing the money.
- In the detail area, enter the name of the person you received the money from and the amount of the investment.
- In the “From account” list, choose the right equity account.