Where can I find attachments on QuickBooks? A statement was shared from chase to QuickBooks

Finding bank transactions in QuickBooks Self-Employed (QBSE) can streamline your work, Htbsportclinic. I'll share insights to help you with your concerns.

In QBSE, reconciling an account means matching your records with your bank statement for accuracy. Currently, only Lloyds Bank offers direct access to statements within QBSE, streamlining the process for those with multiple clients or statements. To maintain current statements, reconnect to the bank every 45 minutes due to authorization limits.

Here's how to view your bank statement:

1. Go to Bookkeeping, and select Reconcile.
2. Select History by account, and look for the statement.
3. Choose Attachments in the Statements column to open the statement.

Additionally, I've got you this article for more information about categorising transactions in QBSE: Categorise transactions in QuickBooks Self-Employed.

If you have any other needs or questions about QBSE and your bank statement, just reply below to the answer I provided. I am always here to help.