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accounting407
Level 1

My QB online, when I open "Reconcile an account" window, there is no link beside the Account Box that let me download the bank statement, how to fix?

 
1 Comment 1
LauraAB
QuickBooks Team

My QB online, when I open "Reconcile an account" window, there is no link beside the Account Box that let me download the bank statement, how to fix?

Hello accounting407,

 

Welcome and thanks for being a part of the QuickBooks family! Our goal is always to provide simply solutions for bookkeeping tasks, such as the ability to download the bank statement right in the reconcile feature of QuickBooks Online. I'd be happy to go over this so you can see if this option is available for you.

 

There are a few things to consider with the bank statement: is your bank on our supported list for this feature, is it connected via the Banking feed feature, do you have electronic statements turned on through your bank's website, and are you using QuickBooks Online Plus or Accountant? If you can say yes to these things, then you should be good to go. When it comes to the supported banks, however, it's also important to note that whether you have the option may also depend on account type. You can learn more about this feature here: Get bank statements directly from your bank when you reconcile

 

If you're certain you should have the option to download the statements but aren't seeing it, try these troubleshooting steps to rule out browser, app, and Internet issues.

If there are no changes after trying those steps, get in touch with the QuickBooks Online phone support team for further assistance. An agent can work with you to figure out what's going on and let you know the options.

 

Schedule a Callback or Chat: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat

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Have a great week!

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