How to record an investment loss

Hello JJFERL,

Thanks for choosing QuickBooks Online to manage your business's books! I know there are many options available, so I appreciate that you've decided upon our program to keep your books in order. Making sure you have the steps to record all kinds of transactions is vital, and I'm here to steer you in the right direction for recording your investment loss.

In the QuickBooks Community, we have articles to help with steps like tracking investments and recording paying them back. When it comes to entering a loss from or on an investment, I recommend working with an accountant to figure out the best way to record it. The investment loss isn't something we have a self-help article for at this time. I know there are many circumstances surrounding those kinds of situations, however, and an accountant can guide you to ensure you're accounting for the loss how you need to.

The good news is, if you already have an accountant, you can invite them as a user to your books. This gives them the opportunity and the tools to work with the data and help you keep on track. The My Accountant tab is where you can invite them by email to be a user. That same tab is also home to the Find a pro to help button if you're in a situation where you don't have an accountant. This button directs you to our list of QuickBooks-certified accountants near you.

Wishing you the best with this and moving forward.