Skip to main content
July 11, 2024
Question

I need to verify to a company that I have an open checking account with Quick books. However, I just opened this account. How can I submit a statement to them

  • July 11, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

July 12, 2024

I can see the importance of submitting a statement to verify your QuickBooks Checking account, @jessicatt28. Allow me to provide you with detailed information on how to obtain this statement in QuickBooks.

 

Please note that QuickBooks Checking releases statements on a monthly basis. Since your account is newly opened, you likely won't receive a statement until it has been active for a full month.

 

If your account has been active for over a month, you can access your statement in the Monthly Statements menu. I'd be glad to walk you through the process:

 

  1. Go to Lending & Banking, then select QuickBooks Checking.
  2. Select Manage.
  3. Select QuickBooks Checking account and then Monthly Statements.

 

However, if your account has not yet reached the one-month mark, I recommend negotiating an  alternative verification option with your company, as the statement isn't available at the moment.

 

For further details, you'll want to refer to this article regarding common questions about QuickBooks Checking: QuickBooks Checking FAQ.

 

Additionally, here's an article that can help you manage your Checking account in QuickBooks: Use your QuickBooks Checking account.

 

 I'm only a few clicks away if you have further questions about managing your Checking account in QuickBooks. I'll be here to help. Keep safe.