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October 16, 2023
Question

How do you fing intuit loan statements in quickbooks online?

  • October 16, 2023
  • 1 reply
  • 1 view
How do you find intuit loan statements in quickbooks online?

1 reply

MJoy_D
QuickBooks Team
October 16, 2023

 I can help you with checking your loan statements in QuickBooks Online, @cmcgrogan

 

You can go to the Capital menu of your QuickBooks Online (QBO) account to find your loan documents or statements. Make sure to use either Google Chrome, Edge, Firefox, or Opera browser to open the document link. 

 

Here's how:

 

  1. Go to the Capital menu. 
  2. Then take note of the following:
    • If you are currently in repayment of another loan, the link to your past loan documents is located below the Payment History table.
    • If you have paid off a loan, the link to your past loan documents is located at the bottom of the screen displaying a loan estimate.
  1. Click on See loan history.
  2. The loan history page opens and displays a list of all prior loans you have attained.
  3. From here, you have the option to view, download, and print your Loan Agreement and Paid in full letter.

 

Refer to this article for more information about finding your QuickBooks Capital loan documents: Find your QuickBooks Capital loan documents.

 

Here's also a guide on how you can set up a liability account to record what you owe and record the money you got from the loan: Set up a loan in QuickBooks Online

 

Let me know if you need more help finding your loan statements. I'm always here to assist. Have a great rest of the day!