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Everything you need to know about banking in QuickBooks Online - Discover more
EricLeBouffon
Level 1

Hi There How can I simply print a monthly bank stetment?

For archiving and in order to then reconcile...
1 REPLY 1
Rea_M
Moderator

Hi There How can I simply print a monthly bank stetment?

Hello there, @EricLeBouffon.

 

Let's visit your bank's website so you can print your monthly statement for archiving and reconciling your account in QuickBooks Online (QBO).

 

You'll use your bank statement to compare your real-life transactions with the ones you entered in QuickBooks. When they match, you know your accounts are balanced and accurate. To print your monthly bank statement, here's how:

 

  1. Open a web browser.
  2. Go to your bank's website.
  3. Log in by entering your User ID and Password.
  4. Navigate to where you can print your monthly bank statement.

 

In case you also want to print your bank transactions in your register within a particular period (monthly) before you reconcile, follow these steps:

 

  1. Go to the Accounting menu.
  2. Select Chart of accounts.
  3. Find the bank account you want to review and select Account history under the Action column.
  4. Click the Filter or Funnel icon then set the Date.
  5. Select the Apply button.
  6. Click the Print icon and follow the on-screens instructions to complete the process. 80.PNG

 

Once you have your monthly bank statement, you can start reconciling. For the step-by-step guide, please see this article: Reconcile an account in QuickBooks Online. Then, you can print your reconciliation report for future use.

 

Now that everything is all set, you may also want to check out this article as your reference to help you in doing or fixing a reconciliation in QBO: Learn the reconcile workflow on QuickBooks.

 

Let me know if you have other banking and reconciliation concerns or questions in managing transactions in QBO. I'm always ready to help. Take care, @EricLeBouffon.

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