Skip to main content
N
Nelia
March 9, 2020
Solved

How to request to view the bank statement in Quickbooks

  • March 9, 2020
  • 1 reply
  • 0 views

Hi,

 

One of the companies that I am handling, the bank statement can view in Reconcile part without requesting from Quickbooks. It's showing there for the past 3 months. But it was not the same set up on the other companies. Is there anyway or how to request this set up?

 

Thanks.

 

Nelia

 

Best answer by Michael K

Hi,

 

I can view the reconciliation statement and have access to it.

The Quickbooks has new features wherein "View Statement" is visible already. But this feature is not available in some other company that I am handling though its a group of companies.

That's what I am asking, how to request or need to update to get the latest features of Quickbooks to see "View Statement"

 

Thank you.


Thanks for getting back to us, @Nelia.

 

I know that the View Statement feature is useful to you and your business. At this time, this feature is supported only by a few select banks. We're working with the banks to expand this ability, so rest assured that this will eventually be standard for all accounts.

 

In the meantime, I recommend keeping an eye out on our blog for further updates and news in QuickBooks.

 

Let me know if you have any other questions by sending a reply. I'm here to help. Have a good one!

1 reply

R
Rasa-LilaM
March 9, 2020

Glad to see you here in the Community, Nelia.

 

I know that adding the View statements feature is very beneficial to your business. This option is still available in QuickBooks Online Canada.

 

We love to hear how the program can work best for you. I’m sending feedback about this option on your behalf for consideration in future updates.

 

To view the latest innovations and updates about the product, I invite you to visit the QuickBooks Blog. From there, you can also view articles containing tips on how to easily manage your business.

 

Stay in touch if you have any other concerns or questions. Please know I’m always ready to answer them for you. Have a good one. 

N
NeliaAuthor
March 10, 2020

Hi Rasa,

 

Thank you for the response.

 

Yes the View Statement is available but not available yet in the other companies that we are handling.

Is there any way how to apply this? 

J
JonpriL
March 10, 2020

Good to hear from you again, @Nelia.

 

Reconciling your bank statement can be viewed depending on your access permissions. Are you the Company admin or  a Standard user with access to all tasks of the account?

 

If not, this can be the reason why you're unable to view and access it. You'll need to contact the Master Admin of the account to change your access rights.

 

I'm adding this helpful article to help you manage your account and other related tasks: QBO Self-Help.

 

Keep me posted in the comments if you have any other questions. Thanks!

Terms & ConditionsAccessibility statement