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annajocel
Level 1

Bank Statements

Hi!

 

Can someone answer me if how long will it take before I can view bank statement after enrolling? It's been days now, yet I can't still view statements. 

 

Does Quickbooks Essentials have the View Statement feature?

 

And will I be able to view previous period's statement prior to enrolling? 

 

Solved
Best answer November 11, 2021

Best Answers
MorganB
Content Leader

Bank Statements

Good morning, annajocel.

 

Thanks for reaching out for support here in the Community. I'd be glad to provide some info about viewing banking statements in QuickBooks Online. 

 

It sounds like you're on the right track and have done everything correctly to get this setup. However, what's preventing you from viewing the statements is that this feature is only available for QuickBooks Online Plus, Advanced, Accountant, and QuickBooks Live users.

 

The following linked article provides additional info about getting bank statements directly from your bank when you reconcile.

 

Additionally, just in case you decide you want to upgrade your account to have access to even more features, the following link will walk you through the steps to get that done: Upgrade or downgrade QuickBooks Online subscription

 

Please feel free to reach back out if you have any other questions. I'm always happy to help.

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1 Comment 1
MorganB
Content Leader

Bank Statements

Good morning, annajocel.

 

Thanks for reaching out for support here in the Community. I'd be glad to provide some info about viewing banking statements in QuickBooks Online. 

 

It sounds like you're on the right track and have done everything correctly to get this setup. However, what's preventing you from viewing the statements is that this feature is only available for QuickBooks Online Plus, Advanced, Accountant, and QuickBooks Live users.

 

The following linked article provides additional info about getting bank statements directly from your bank when you reconcile.

 

Additionally, just in case you decide you want to upgrade your account to have access to even more features, the following link will walk you through the steps to get that done: Upgrade or downgrade QuickBooks Online subscription

 

Please feel free to reach back out if you have any other questions. I'm always happy to help.

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