Please note that managing a brokerage account requires specific functionalities, and QuickBooks Online (QBO) is currently not capable of handling it, @Cathy113.
With this, I recommend reaching out to your accountant for assistance with handling brokerage transactions. If they provide specialized instructions that you need guidance to perform in QBO, feel free to reach out to us for support.
For additional QBO-related concerns, hit the Reply button below. We're here to assist you in any way we can.
