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emailbrijsharma
Level 1

While creating pdf of bank statement how to set closing balance of each transaction

 
2 Comments 2
asha_kanta_sharma
Level 6

While creating pdf of bank statement how to set closing balance of each transaction

I think running total feature is not available in QBO
JonpriL
Moderator

While creating pdf of bank statement how to set closing balance of each transaction

Hello @emailbrijsharma,

 

As of the moment, there isn't an option to create a PDF file of your bank transactions in the system. Therefore, entering a closing balance of a transaction is also unavailable.

 

With this, you can consider creating a CSV file instead. This way, you can enter all your bank transactions in the system. you can read through this article to learn more: Import bank transactions from .CSV to QuickBooks.

 

Lastly, here's an article you can read in case you'll bump into error upon importing your bank transactions: Troubleshooting CSV Bank file formatting.

 

Keep me updated in the comments if you have any other questions. I'll be here to lend a hand.