I need to set up a new Vanguard brokerage account for one of our clients and am FULLY aware that Quickbooks Online can barely handle basic accounting.   He intends to use his Vanguard account as the "profit' account for the Profit First Model (there will be monthly transfers into the account); however, there will be other transactions (i.e., buys/sells) against the same account.  I'm not sure that QBO will be able to link to this account even if we try to fool it into believing that the account is merely a bank account.  What would be your suggestions for the easiest way to handle this?