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April 13, 2020
Question

I noticed that some of the clients have online statements but CIBC, TD and National don't have the view online statement option? Do you know when they will be available?

  • April 13, 2020
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1 reply

AddieC
April 13, 2020

Hi there, 

 

Connecting your bank and credit card accounts to QuickBooks Online is such a handy way to save time and effort with your bookkeeping. I can appreciate that having the option to view online statements would be so helpful, and this may vary depending on the financial institution your client is with. I'll explain the options for CIBC, TD, and National. 

 

At this time, statements aren't available for some financial institutions. I've recently been made aware that CIBC has now allowed for users to view statements within QBO. In regards to TD and National, I'd recommend submitting feedback about this if your client's aren't seeing the option for statements yet. 

Many of the features our team work hard to include come from customer suggestions and feedback. If you'd like to share your thoughts, please click the Gear icon > Feedback. I'd also be glad to pass this along on your behalf. 

Since this type of access will be in collaboration with our bank partners, it's hard to say whether this will become available in the future or not. I'd be happy to reach back out to you on this thread if I learn of any updates in the near future. 


If you have any other questions about this, please don't hesitate to reach out to our tech support team.

 

Cheers.