cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 2

Bank feed transaction list cannot be printed nor exported?

I am using QB Prem 2020 with latest updates.

I just downloaded my bank transactions for the very first time. The transaction list does not have any option to print or export it.

And to make matters worse, I cannot even copy paste the cells from the screen into an excel.

I also cannot add them to the bank register without providing an account.

I need to forward the downloaded details to my staff to have them tell me what the charges are.

I tried the bank feed express and classic mode, but neither one allows the transaction list to be printed or exported.

What am I missing?

1 Comment
Highlighted
QuickBooks Team

Bank feed transaction list cannot be printed nor exported?

Hi there, @gerdgoebel.

 

Currently, the option to export or print a report from the bank feeds transaction list is unavailable. As a workaround, you can go to your bank's website directly and download the transactions using an .XLXS (Excel file) to show the transactions to your staff.

 

Also, before you can add the bank transactions to the register, you need to create an account to map it properly. Here's how: 

 

  1. Go to the Accountant menu then select Chart of Accounts.
  2. Click on the Account drop-down, select New.
  3. Choose Bank and click Continue.
  4. Enter the account details and select Save and close. Here's how it looks like:

To know more information on how to handle bank feeds, you may check out this article: Download Bank Feed transactions in QuickBooks Desktop. This contains a series of articles that will help you with your bank transactions.

 

You can always tag my name in the comment section if you have other concerns or questions. Take care.

Need to get in touch?

Contact us