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Nelia
Level 2

Hi,

 

One of the companies that I am handling, the bank statement can view in Reconcile part without requesting from Quickbooks. It's showing there for the past 3 months. But it was not the same set up on the other companies. Is there anyway or how to request this set up?

 

Thanks.

 

Nelia

 

Solved
Best answer March 11, 2020

Best Answers
Michael K
Moderator

Thanks for getting back to us, @Nelia.

 

I know that the View Statement feature is useful to you and your business. At this time, this feature is supported only by a few select banks. We're working with the banks to expand this ability, so rest assured that this will eventually be standard for all accounts.

 

In the meantime, I recommend keeping an eye out on our blog for further updates and news in QuickBooks.

 

Let me know if you have any other questions by sending a reply. I'm here to help. Have a good one!

View solution in original post

12 Comments
Rasa-LilaM
QuickBooks Team

Glad to see you here in the Community, Nelia.

 

I know that adding the View statements feature is very beneficial to your business. This option is still available in QuickBooks Online Canada.

 

We love to hear how the program can work best for you. I’m sending feedback about this option on your behalf for consideration in future updates.

 

To view the latest innovations and updates about the product, I invite you to visit the QuickBooks Blog. From there, you can also view articles containing tips on how to easily manage your business.

 

Stay in touch if you have any other concerns or questions. Please know I’m always ready to answer them for you. Have a good one. 

Nelia
Level 2

Hi Rasa,

 

Thank you for the response.

 

Yes the View Statement is available but not available yet in the other companies that we are handling.

Is there any way how to apply this? 

JonpriL
Moderator

Good to hear from you again, @Nelia.

 

Reconciling your bank statement can be viewed depending on your access permissions. Are you the Company admin or  a Standard user with access to all tasks of the account?

 

If not, this can be the reason why you're unable to view and access it. You'll need to contact the Master Admin of the account to change your access rights.

 

I'm adding this helpful article to help you manage your account and other related tasks: QBO Self-Help.

 

Keep me posted in the comments if you have any other questions. Thanks!

Nelia
Level 2

Hi,

 

I can view the reconciliation statement and have access to it.

The Quickbooks has new features wherein "View Statement" is visible already. But this feature is not available in some other company that I am handling though its a group of companies.

That's what I am asking, how to request or need to update to get the latest features of Quickbooks to see "View Statement"

 

Thank you.

Michael K
Moderator

Thanks for getting back to us, @Nelia.

 

I know that the View Statement feature is useful to you and your business. At this time, this feature is supported only by a few select banks. We're working with the banks to expand this ability, so rest assured that this will eventually be standard for all accounts.

 

In the meantime, I recommend keeping an eye out on our blog for further updates and news in QuickBooks.

 

Let me know if you have any other questions by sending a reply. I'm here to help. Have a good one!

View solution in original post

Nelia
Level 2

Hi Michael,

 

Thank you for the prompt response.

 

Cheers!

 

Nelia

ces40
Level 1

Hi, Just want to confirm. What type of QB access do I need to view and download the statements. Is it Accountant access or something else? Thank you.

CharleneMae_F
QuickBooks Team

I'm here to ensure you're able to download bank statements, ces40.

 

You can use a Standard or Accountant access to view and download the statements in QuickBooks Online (QBO).

 

Here's how to manage users in QBO:

  1. Sign in to QuickBooks.
  2. Go to the Gear icon.
  3. Select Manage Users.

 

To download the bank statements, I suggest checking out this article to learn the step by steps process: Get Bank Statements.

 

Once done reconciling, you can print your reconciliation report for future use. This helps you fix any reconciliation issue.

 

Get in touch with us if need help in managing QuickBooks users. Doing so helps us to guide you with the process.

nonyanon
Level 3

HI and thank you.  

 

So specific banks are not supporting the View Statement? Is this why I am not seeing the 'View Statement' button?  

 

One client is with  QBO Simple Start.  The statements I'm trying to view are with Bank of America.

 

Thanks,

ny

GlinetteC
Moderator

We can work this out together why you're not seeing the View Statement button, nonyanon.

 

The availability of a certain feature in QuickBooks depends on the level of subscription. The View Statement option is only available in QuickBooks Online Plus, Advanced, Accountant, and QuickBooks Live users. 

 

You may ask your client to upgrade to any of the subscriptions I mentioned above for you to view the statement.

 

Also, you can check this article to learn about how to import bank statements to help you reconcile an account: Get bank statements directly from your bank when you reconcile.

 

I'm always here to keep helping if you have any additional banking concerns. Happy holidays!

DKC
Level 2

The link didn't go to a specific article, but rather to the "home" page where you can search.  I didn't get any great hits for info on the Statement Download feature.  

 

If you have a specific article, will you provide the link please.

 

I've having specific probliems with Chase.  They don't seem to be available until ~ the 8th of the month for EOM statements and I don't know why.  There isn't an Update icon appearing eh the statement window either lthat I can see for some other banks/clients.  

 

Thanks for any tips on resolving this.  

MarsStephanieL
QuickBooks Team

Hello there, @DKC.

 

I can see that the link you've opened is for the QuickBooks Online Self-Help. Allow me to share some details about this the availability of the bank statements.

 

Our Product developers are working with the banks hand in hand to show this feature. As of now, the statements feature is available on these banks: Supported banks for statement feature. JP Morgan is not in the list as of the moment.

 

As a workaround, I'd suggest getting the statement from your bank's website to use it during the reconciliation process.

 

I've added this article you can refer to get updates about the statement feature: Get bank statements directly from your bank when you reconcile.

 

I'll be here if you have other questions. Please don't hesitate to let me know by using the Reply button. Take care.

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