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February 26, 2023
Question

Can I retrieve older bank records using quickbooks

  • February 26, 2023
  • 1 reply
  • 0 views
Can I go back to retrieve past bank records

1 reply

February 27, 2023

Hi mkocorp1-gmail-c,

 

It's nice to see you in Community.  Welcome!  QuickBooks Online provides the reports you need to review your information at a glance.  I'd be glad to assist!

 

Follow these steps to review bank records;

 

1. Open your Settings ⚙ and select Chart of accounts

2. Locate the bank in the list or enter it in the Search field

3. Click on the ▼ dropdown menu in the Action column and choose Run report

4. Enter the Report period or choose Custom for a specific date range

5. Hit Run report
Note; You can also select Account history in the Action column and set a Filter for the desired date range.

 

Should you require additional assistance, please don't hesitate to contact us.  Your time is valuable and we're always happy to help!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Feel free to reach out again if other questions come to mind.  We're here for you!