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Hello, @clemens.
I'm here to guide you on how to add shareholders as one of the payee options in QuickBooks Online.
To include the shareholder named in the payee drop-down, you can add the data to either supplier, employee, or customer. Let me show you how.
For Supplier:
For Employee:
For Customers:
Once done, go back to the transaction form and you can now select the shareholder named in the payee field.
Also, you can always access any reports in your account to track and review your shareholder transactions. Then customize it to display the precise details.
I'm also attaching this article about handling client's data, transactions, and other topics: Help Articles.
Feel free to leave a message if you have further questions about your shareholder. I'm willing to help. Be safe.
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