I keep the books for a nonprofit that has investments at Charles Schwab.  All the investments are short term, fixed income products that include CDs and US Treasury.  The investment terms range from 3 months to 2 years.

For the nonprofit's CD at another bank, the CD links to QB as a separate account, which allows me to easily record the opening of the CD as a transfer from bank account to CD account, and record interest as nonprofit income.  This appears to be working fine. 

However, the Schwab account has multiple CDs and Treasury investments with continuous maturities and reinvestments every few months.   Additionally, these investments do not show up as separate accounts in the "Manage Connections" under the Link Account tab.  It does not seem practical to create separate banks accounts for each CD, especially those that have very short term maturities.

Would greatly appreciate guidance on how to record transactions from this account. 

-Mark