Record an owner's contribution or capital investment in your business in QuickBooks Online

Owners and partners can add money to their business, which is known as a capital investment or an owner's contribution. When this occurs, the investment must be recorded in QuickBooks Online.

If you need help managing your chart of accounts, you can partner with a dedicated bookkeeping expert to feel more confident. Find out more about QuickBooks Live.

How to record investment from your business or from a business partner

These steps show you how to record the investment from a single-person business or from a partner.

If you need help managing your chart of accounts, you can partner with QuickBooks Live Experts and feel more confident. Find out more about QuickBooks Live Bookkeeping.

Prerequisites

Before you can record the investment, you need to set up an equity account to track it. To set up an equity account, refer to our support article Set up an equity account in QuickBooks Online.

Considerations

• You don’t need to record the investment if you’ve connected your bank account, just categorize the transactions associated to your deposits. You can refer to our support article to connect your bank account to QuickBooks Online.
• If you don't automatically import your bank transactions, you can record a deposit into your equity account instead.

Record the investment

Here’s how to record the investment:

1. Select + New.
2. Select Bank Deposit.
3. From the Account ▼ dropdown, select the bank account you're depositing the money into.
4. Enter the Date you deposited the money.
5. In the Add funds to this deposit section, enter the name of the investor in the Received From field.
6. Select the appropriate equity account from the Account ▼ dropdown.
7. Specify the Payment Method.
8. Enter the investment amount in the Amount field.
9. Select Save and close or Save and new.

Pay back the funds from the investment

Learn how to record an investment after it is received and you’re ready to pay it back.