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May 13, 2021
Question

How to download bank statement from prosperity bank

  • May 13, 2021
  • 2 replies
  • 27 views

Hello. 
how would I download my bank statements into quickbooks if I have direct connect? I’m not looking to import transaction but I am looking it not downloading the statements as a whole. 

2 replies

Level 9
May 13, 2021

Thanks for coming here today, Payan179.

 

Here's how to download Prosperity bank's transaction in QuickBooks Desktop:

  1. Go to the Banking menu.
  2. Hover over Bank Feeds and select Bank Feeds Center.
  3. From the Bank Accounts list, choose the account you want to connect to. (Optional) In the Send items to your bank section, you can edit or delete items by clicking the drop-down.
  4. When you're ready to get your transactions, select Download Transactions.
    Note: If you already downloaded the transactions but haven't reviewed them yet, select Transaction List. Here's how to review them.
  5. Select Synchronize. If you only want to download transactions for a specific account, select Sync this account. Or if you want to download transactions for all your accounts at the same bank, select Sync all for this Bank.
  6. In the Access to the window, enter your PIN or password to connect to your bank.
  7. Select OK.

Once transactions are downloaded, you may find this article helpful when managing Bank Feed transactions in QBDT: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Be sure to get back to me if you have follow-up questions. I'm always happy to help. Have a good day!

Level 9
May 14, 2021

Hi, Payan179.


Hope you’re doing great. I wanted to see how everything is going about downloading the bank statements you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!