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July 20, 2024
Question

Looking to review accounts and track assets and investments.

  • July 20, 2024
  • 1 reply
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Original commenter did not share additional details

1 reply

JenoP
July 20, 2024

QuickBooks Online offers basic asset management functions, dawn-wright-asse.

 

To provide the most helpful guidance, can you share additional details about the specific types of accounts or investments that you need to review and track? 

 

Specifically, I want to ask:

 

  • What type of account are you trying to review? (e.g., brokerage, retirement, savings)
  • Can you share some details about the assets and investments you're looking to track? (e.g., stocks, bonds, mutual funds)

 

In the meantime, check out these articles in case you trying to add or manage accounts in your Chart of Accounts: 

 

 

Please respond to this message with the additional information. We'll make sure to get back to you promptly upon receiving your response.