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Expert Guide to Record Investment Income in QuickBooks

QuickBooks allows the user to make the best use of its features and one such is Record Investment Income in QuickBooks. One such is the Investment income of the business which is received from various assets such as bonds, stocks, etc. The financial institution usually sends you a monthly, quarterly, or annual statement that has a separate line item reporting interest earned.


Finally, you need to follow the steps rightly to Record Investment Income in QuickBooks or call QB team on (855)-526-5749 for help and support

How to Record Change in Value of Investment in QuickBooks?

Multiple times we have seen users finding answers to How to Record Change in Value of Investment in QuickBooks. To answer it here are the steps to be followed.

  1. Move to the Lists menu and then hit the Chart of Accounts.
  2. Press the Account button.
  3. Choose New soon after.
  4. Navigate to the Type field and select Other Current Liability.
  5. Fill Provision for Dividend in the Name field.
  6. Complete the necessary fields in the New Account window. 
Remember: You may need to reach out to the accountant to determine the correct Tax Line to use for the Tax Line drop-down list.
  1. Moving on use Save & Next to create a new Dividend account.
  2. Select the Retained Earnings account, click on Save & Close. You do not need to create a Dividend Issued account when using Retained Earnings.
  3. Move on to create a new account and select Other Current Expense or Equity from the Type drop-down list, depending on the method used to account for dividends in your business. Type Dividend in the Name field.
  4. Fill in the remaining fields, then select Save & Close.


How to Record an Investment Payment in QuickBooks?

If you don't automatically import your bank transactions, you can record a deposit into your equity account instead.

  1. Select + New option.
  2. Select Bank deposit.
  3. Use the Account drop-down menu, select the bank account you're depositing the money into.
  4. Fill in 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 the field.
  6. choose the appropriate equity account from the drop-down list in the Account field.
  7. Specify a payment method.
  8. Enter the investment amount in the Amount field.
  9. Finally, hit on Save and close.

We conclude our blog here and hope it proved useful to Record Investment Income in QuickBooks. If you are facing issue during the process reach out to the QB team on -----------.


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