Setup Investment account from a board reserve

Hello there, EdFunders.

You can create a bank deposit to record the investment. I've got the steps to achieve this task.

Before doing so, I suggest reaching out to your accountant for the appropriate accounts to use.

Here's how to create an owner's contribution:

First, you'll have to set up an equity account. Second, make a deposit for the investment:

1. On the Homepage, select Record Deposits / Make Deposits.
2. In the Payments to Deposit window, select the bank account you're depositing the money into.
3. Ensure the account and selected payments match the deposit slip from your bank. 
4. Enter the date you made the deposit at your bank.
5. Select Save & Close.

Lastly, create a Check to pay back the funds from the investment. I've added this reference as your guide: Create a Check.

To ensure that the transactions match your bank feeds, you can check this article: Match transactions.

I'm just a post-away if there's anything that I can help with. 

Thank you very much! 

Hi there, Rainflurry.

I appreciate you for always sharing your knowledge about QuickBooks. This will definitely help other users as well in the future.

Keep safe and have a great rest of the day.