Bank statements and reconciliation

Thanks for returning to the Community and getting involved with this thread, bowlesjo.

Some banks allow you to view your bank statements inside of QuickBooks. If your financial institution is on our supported banks list, you'll be able to use the View Bank Statements feature.

After connecting an account to online banking, select Enroll from your bank reconcile page to sign up. If a bank you're working with doesn't support the feature, you can rest assured that Intuit's working to make it more widely available.

Here's how to get bank statements:
 

1. In your left navigation bar, go to Transactions, then Reconcile.
2. From the Account drop-down list, choose an account you want to reconcile.
3. If you see a View statements option, you can get statements directly from your bank. Click View statements to review available documents. In the event you don't see this option, you'll need to manually get your statements from the financial institution.
4. Select Start reconciling or Resume reconciling.

Whether the feature is supported by a particular bank you work with or not, you can manually attach statements to reconciliations when pausing or finishing them:
 

1. As you finish reconciling an account, click Finish now.
2. Select Attach statement to add your statement.
   
   

I've also included a detailed resource about working with the View Bank Statements feature which may come in handy moving forward: Get bank statements directly from your bank when you reconcile

If there's any questions, I'm just a post away. Have a lovely day!