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March 21, 2021
Question

How do you setup bank statements be uploaded in qbo

  • March 21, 2021
  • 1 reply
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1 reply

Lourdes-Fernandez
March 21, 2021
Good morning BRobinson1,

Great question :D This will come automatic with the Plus Subscription. If you do not have the Plus we can download our monthly statement and upload them as soon as we are done with a reconciliation. If the reconciliation is already complete and you want to upload the statements, we can:

1. Select Gear
2. Select Reconcile
3. Select History By Account
4. Select the correct account and upload the monthly statement to your reconciled period

Get bank statements directly from your bank when you reconcile
https://quickbooks.intuit.com/learn-support/en-ca/statement-reconciliation/open-bank-statements-from-the-reconcile-page/00/400022

Have an awesome rest of your Sunday!

Kindest Regards,
Lourdes Fernandez