How do you add bank details to monthly statements. I have been adding the text and printing but when I go back in to view it they have disappeared.

I can think of two possible scenarios when you say adding bank details to monthly statements, taprea. I'll discuss their details below.

To start, I'd like to verify where you view, add, and print bank details for monthly statements in QuickBooks Online (QBO).

If you want to include bank details in your downloaded transactions, this isn't an option since QuickBooks depends on the data provided by your bank.

If you need to incorporate bank information into your customer statements, I'd recommend customising the Standard template in the Custom form styles section. From there, you can enter details in the Footer section of the form, so it'll reflect when creating and sending customer statements.

Here's how:

1. Click the Gear icon and select Custom form styles under Your Company.
2. Find the Standard (Default form type) template.
3. Press Edit below the Action column.
4. Go to the Content tab and click the Footer section of the sample template.
5. Add the bank details in the Add footer text field.
6. Click Done.
7. Create and print a customer statement.
8. Scroll down and view the footer section.

Furthermore, I'd recommend reconciling your accounts regularly (every month) to effectively track your business revenue and expenditures and keep your financial data updated.

Please know you can always reach out if you need further assistance with your bank transactions and customer-related issues. Drop a comment, and the Community will get back to you.