I'm happy to learn you're taking advantage of the amazing features offered in QuickBooks. Rest assured, I'd be glad to steer you on the right path so you can record your investments with confidence.
Making sure you're recording transactions the right way is a good exercise for preventing errors in your books. I recommend contacting an accounting professional to get more info on this. If you're not in contact with one, I encourage you to search for one on our website using this link here. Doing this will help prevent any discrepancies on your account. In the meantime, check out these helpful articles here:
I'll also leave this post here in the Community so that accounting professionals can chime in on this. In the meantime, feel free to ask other questions by leaving a comment below. I'm here to help.
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