Skip to main content
T
taoproperties
March 13, 2022
Question

Do we get monthly bank statements for our Quickbooks checking account so we can reconcile the account each month?

  • March 13, 2022
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

M
mv32
March 13, 2022

Yes, you can get monthly bank statements from your QuickBooks Checking account, @taoproperties.

 

Here's how to see your QuickBooks Checking monthly statements:

 

  1. Go to Business overview, select Cash flow, then choose QuickBooks Checking.
  2. Select Manage.
  3. View your QuickBooks Checking account and select Monthly Statements.

 

I've added some references to manage your QuickBooks Checking account. This includes a way to get your account routing number or PIN:

 

 

Once the statement is ready, you can now reconcile your account in QuickBooks.

 

You can always get back to me if you have any other concerns with managing your accounts in QBO. Just leave a comment below. Have a lovely day!

    T
    taopropertiesAuthor
    March 14, 2022

    Thank you so much!

      S
      sherryhi92
      May 24, 2022

      I find the QuickBooks Checking account in QBO.  Where do I find the "Manage"

        S
        ShauntheEngineer
        February 14, 2023

        We closed our QBO Checking account, and we sign on to view the statements but it says to call the number on the back of the card due to the account being closed.  I have called multiple times and no one is able to help.  It Before I waste any more time on the phone, does anyone know how I can view our business QBO checking monthly statements from last year?  Our accountant needs them for taxes, obviously.  Thanks in advance!  -Shaun

        M
        MadelynC
        February 14, 2023

        I’ll make sure you'll get all your statements from last year, Shaun.


        I know you've spent a lot of time on this already. Thus, I want to redirect you to the right support to get this taken care of. I suggest contacting our Merchant Service or Payments Support team to help access your QuickBooks Checking monthly statements from last year. Our representatives have tools to accomplish this and can find more solutions.


        Here’s how:

         

        1. Open your QuickBooks account.
        2. Select the Help (?) menu.
        3. In the Assistant window, type in “Talk to a human” in the field.
        4. Enter your brief concern, then go to the Contact option.
        5. Select Chat with us or Get a callback button.


        You can also use these contact options to connect with our experts. It includes details about support operations so you can reach out to us at a time convenient to you.


        I’m adding this guide to get more insights about QuickBooks Checking and envelopes: Learn more about QuickBooks Checking.


        Don’t hold back to drop a comment below if you have any other questions or concerns besides these statements. I’m always be here to help. Keep safe!

        S
        ShauntheEngineer
        February 15, 2023

        Thank you for your response.  I just went through what you recommended.  The chat assistant said she can not help because it is a Green Dot bank issue.  I was told to call the same number I called yesterday for over 3 hours with no answers. I was on hold, transferred and hung up on. I can't have all these unbillable hours again today.  Please advise who I need to call / contact.  Thanks

        Terms & ConditionsAccessibility statement