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bretondelayne
December 11, 2019
Question

Bank Statement - Automatically Downloaded

  • December 11, 2019
  • 1 reply
  • 0 views

Hello,

 

We have a Visa credit card account connected to our banking feed. Recently, QB has been downloading the statements automatically which I can then print and use to reconcile the account. On the banking feed it says 'Statement Available', but when I go to 'reconcile' it says to check back in a few days. I update the feeds daily and there is no connection issue notification on the feed. Am I looking in the wrong area of QB? Or is there a way to download the statements again? I used to be able to view and print previous statements as well.

 

Thanks!

1 reply

L
LauraAB
December 11, 2019

Hello bretondelayne,

 

I want to make sure you're able to get this taken care of and sort out these bank statements so you can move forward with reconciling your accounts. The bank statements should typically be available in QuickBooks Online's reconcile area around the time they're released by the bank. I can appreciate how seeing one area say it's available and then another saying it's not would be confusing.

 

I'd like to have someone take a closer look at this with you just to make sure that we're looking in the right place. From what you're describing, it sounds like you probably are, but it doesn't hurt to double check. Using a screen share session or viewing screenshots from you, however, an agent will be able to say for certain one way or the other what's going on.

 

There are a few ways to get in touch. Pick the one that works best for you below.

 

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

Social Media: Facebook and Twitter from Monday to Friday between 9 a.m. and 8 p.m. ET

 

I hope that helps! For your reference, here's our article about the bank statements and reconciling feature: Open bank statements from the reconcile page

 

Have a great rest of your day!

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