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toursbycammie
Level 1

I've done this before but can't remember how to do it. I know I've synced my bank account but how do i download my bank statements to reconcile. Thank you

 
1 Comment 1
Jessavell_A
QuickBooks Team

I've done this before but can't remember how to do it. I know I've synced my bank account but how do i download my bank statements to reconcile. Thank you

Once your bank is connected to QuickBooks, your transactions will be automatically downloaded and displayed in the For review tab, Cammie. After that, you'll need to categorize them to proceed with reconciliation.

 

If no transactions are showing, you can perform a manual update to refresh the transactions across all of your accounts. Here’s how:

 

  1. Navigate to Transactions and choose Bank transactions.
  2. Click Update.

 

After the update, you can review and categorize the transactions in the For review tab.

 

Once you have categorized the transactions, reconcile your accounts to ensure accuracy. This process allows you to compare your records with your bank or credit card statement, making sure everything is up-to-date.

 

In case you encounter any issues after reconciling, you can refer to this article: Fix issues at the end of a reconciliation in QuickBooks Online.

 

Just click the Reply button below for any additional questions.

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