Do we get monthly bank statements for our Quickbooks checking account so we can reconcile the account each month?

jenop2 · ‎March 22, 2023

Thanks for joining us here, lloydmangnall.

QuickBooks Checking is one of the features and services that are offered if you activated QuickBooks Payments.

For concerns about bank account or card number, you can reach out to our support team for QuickBooks Payments. You can contact them via phone call or through our chat support channel.

For chat, use these links:

Chat with us
You can also contact support via chat using the Merchant Service Center.

You can also follow these steps on how to contact them via phone call:

Go to the Help menu in the upper-right hand corner to open the QB Assistant window.
Type in "talk to a human", then press Enter.
Click Contact Support Team, then let them know that you need to verify your QuickBooks Checking card number.
Press Enter once again.
Select No, I still need help, then choose Contact Support Team.
Look for the Chat option and click on it.

Feel free to check out these articles for additional guidance when using the service:

QuickBooks Payments FAQ
Use the QuickBooks Debit Card to Get Your Cash

Feel free to reply back to us of post more questions in the Community if you need more help from us. We're open all the time to provide the help that you need.

Beegle · ‎August 10, 2023

I'm looking for my monthly Quickbooks Checking statement. The instructions you provide seem to be exactly what I need. However, once I'm in Business Overview I can't find "Cash Flow."

MadelynC · ‎August 10, 2023

Thanks for joining this thread, @Beegle. Let’s resolve it so you can continue to manage your monthly Quickbooks Checking statement.

In QuickBooks Online (QBO), the location of features may vary depending on the version, type of view and updates applied. Since you’re in the right place, data issues might be the cause of why you’re unable to find the Cash Flow menu under Business Overview.

Please know that an online platform like QBO uses the browser’s cache to run faster. However, this can sometimes become corrupted, which affects the program functionalities and leads to unusual behavior like this.

You can perform some troubleshooting steps to fix this issue. First, open your account through an incognito or private window for testing. Here are the shortcut keys below for quick navigation:

Google Chrome: Ctrl + Shift + N
Safari 11 or newer: ⌘ + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P

Once logged in, select the Business Overview menu and check the option. If it’s available, get back to your regular browser and clear its cache. Doing this helps the program to run smoothly. You can also use other supported browsers as an alternative.

Check out these guides to get to know more about your home dashboard, understand each view and how to configure each setup:

If you still have concerns with accessing your cash flow statements, reach out to us anytime. We’ll make sure to provide you clear instructions and information to get you fully covered.

Kathybo · ‎September 05, 2023

That is NOT how one obtains a Bank Statement - the Cash Flow Planner is a projection report... it has nothing to do with Bank Statements at all...

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