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Jan 2, 2025 11:49 PM UTC
Question

Personal 401k

I have a client who also uses QBO for their personal finances. They have a 401 (k) and a few IRA’s. How would I record their contributions, employer matches, dividend and interest, and the gains and losses? What accounts do I need to create in the COA?

1 reply

joshvbAuthor
Jan 4, 2025 11:16 AM UTC

Anyone? 🙏