Where do I upload my bank statements?

It’s good to see you in the Community, @chapin123. I have the steps you need to upload bank statements in QuickBooks Online (QBO).

QuickBooks now offers a convenient feature that enables you to access your bank statements directly from some banks. This feature comes in handy, particularly when you need to reconcile accounts for multiple clients or several statements for one account. Here's the list of the banks that support this feature.

After that, you can follow these steps to manually attach the bank statement:

1. Follow the steps to reconcile the account.
2. When you finish, select Finish now.
3. Select Attach statement to add the statement.

On the other hand, you can check out this article in case you haven't added your accountant to your company file: Add accountant users in QuickBooks Online.

Moreover, I have included a reference to a resource that provides comprehensive instructions for personalizing reports:

• Run reports in QuickBooks Online
• Customize reports in QuickBooks Online

Feel free to reach out to me if you have any concerns regarding reconciling accounts or QuickBooks-related matters. I'm always here to assist you!