QM2017 Investment accounts with linked cash account
I am new to QM2017 and aware this feature is not currently available.
Converting from QW2014, which has several investment accounts that have linked cash balances in checking accounts with over 3000 transactions.
Until this feature is available from Intuit, any suggestions on how to efficiently handle this situation and ensure that it may be compatible with future releases?Just trying to avoid a transaction nightmare in the future, that may be difficult to unravel.
Thanks for any and all input.