Investment accounts are Other Asset.
“but whatever class I’ve used”
“Class?” QB Pro doesn’t manage balance sheet by class.
“does not allow for variation in the market ”
Variation in Today’s value = Unrealized Gain or loss. Instead of manual accounting, you really want something like Quicken, which has the “push this button and […]
Resolution for 'brokerage account issue: 'How do I set up to track an investment account like a brokerage account ?' available: Yes.
The brokerage account issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the brokerage account issue yourself by looking for a resolution described in the article. If it is a complex brokerage account issue or you are unable to solve the issue, you may contact us by clicking here or by using other brokerage account support options.
For more information about resolving issues related to brokerage account in Quickbooks/QBO or to get support for the issue 'How do I set up to track an investment account like a brokerage account ?', click the link below: