View Bank Statements in QBO

 

A much talked about and finally released feature in QBO is View Statements which allows you to download bank statements (or credit card statements) from connected banks.  This saves you time in downloading and saving the statements directly from the bank account prior to reconciling.  After reconciling, you can even attach the bank statement directly with the reconciliation report.

For a list of banks connected as of December 9, 2020 click here:

https://digitalasset.intuit.com/DOCUMENT/A6XziRfkN/ProviderList-USA-Dec_09_2020.pdf

Close

FREE PDF GUIDE

6 Ways to Reclaim Your Time in your Accounting Firm

  • LEARN WHY DOING ALL THE THINGS IS NORMAL BUT NOT EFFECTIVE
  • FIND TOOLS THAT SAVE YOU TIME AND IMPROVE CLIENT SERVICE
  • GET CONTROL OF YOUR TIME TO START BUILDING A BUSINESS YOU LOVE