I need to enter a check deposit into an investment account. How do I do that?

We can create a bank deposit in QuickBooks Online (QBO) to record the transaction and select your investment account as the destination, @fwinston.

Here's how:

1. Click the + New icon or (+) Create.
2. Select Bank Deposit.
3. Choose the account you want to put the money into from the Account dropdown.
4. Navigate to the Add funds to this deposit section.
5. In the Received From column, enter the source of the deposit.
6. Select the Investment Account in the Account column.
7. Choose Check as the Payment Method.
8. Enter the Amount and any necessary details.
9. Click Save & Close to complete the transaction.
   

    

You can also learn how to effectively manage your bank deposits, which will help ensure that your financial records remain accurate and that you maintain a clear overview of your finances.

Feel free to reply if you require additional assistance with recording transactions in QuickBooks. The Community is 24/7 available to help.