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June 20, 2024
Question

saving bank recs to pdf not browser

  • June 20, 2024
  • 1 reply
  • 0 views

How do I save my bank recs to a pdf file.  It insists on saving to the browser crap

 

1 reply

June 20, 2024

Hi pswork,

 

Thanks for reaching out in Community! QuickBooks is a versatile program that enables you to get your work done faster. I'll be happy to help you with saving your bank reconciliation as a PDF.

 

Each time you finish reconciling, QuickBooks Online automatically generates a reconciliation report for that session. You have the option to save the report as PDF or print it.

 

Here's how:

 

1. Click Reports in the left panel.
2. Search and look for the Reconciliation Report in the search field.
3. Choose the bank and filter the date.
4. Click the report to open and hit the Print icon
5. You can save it as PDF or print it.
 

You may find this article helpful: How do I view, print, or export a reconciliation report

 

Please ping me out if you have any other concerns about reconciliation. I'll be around to help.