Skip to main content
December 8, 2020
Question

Can I add a second Statement to a reconciliation account?

  • December 8, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

December 8, 2020

Hello accounting 110,

 

It's good to see you're using QuickBooks Online's attach bank statement feature. This allows you to review the transactions of the account with ease without leaving QuickBooks, keeping all of your files organized in one place. I can help you attach multiple statements to a reconciliation. 
 

Here's how to attach additional statements to a reconciliation:

  • Select the Accounting menu and go to the Reconcile tab.
  • Select History by account.
  • Look for the desired reconciliation.
  • Select Attachments in the Statements column to open the Statement Attachments screen.
  • Add the necessary documents, then click Done.

More information about attaching documents to reconciliations can be found in the Community article here. This article also details how to automatically download bank statements for your connected bank and credit card accounts through the Bank Feed

 

Please let me know if you have any other questions!