How can I regist an investment on an asset, but whitout going to the expenses, but i want to set a tax too the value.. How can I do ? Thank you ! (2024)

‎December 02, 201904:33 AM

• QuickBooks Online

Hello vasco1,

There are two ways to record your investment without going to an expense. Let me share them with you so you can get started.

• If you've connected your bank account, you'll just have to categorize the transaction from the banking tab.
• Record a deposit into your equity or asset account.

Before doing so, I suggest consulting with an accountant to correctly handle the tax amount.

To categorize:

1. Click Banking, then theBanking tab.
2. In the For Review tab, locate your investment.
3. Click the Category or Match column, then choose your asset account in the Category drop-down.
4. Click Add.

To create a deposit:

1. Click +New.
2. Click Bank Deposit.
3. In the Bank Deposit page, enter your investment information.
4. Click Save and close.

Please refer to this article to read more about trackingpersonal money or investments to your business.

Let us know if there's anything else you need. We're always here for you.

in QBO you use an expense transaction, it does not automatically post to an expense account, the account it posts to is determined by the account you select in the account details part

so select the asset account you create first in the chart of accounts, enter the amount you invested, and save.

I have no idea what you are referring to when you say set the tax - assets are valued at what you pay for them