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JJ5750
Level 1

Is there a way to see quick books checking account statement earlier than 18 month ?

Is there a way to see quick books checking account statement earlier than 18 month ?

3 Comments 3
JamesAndrewM
Moderator

Is there a way to see quick books checking account statement earlier than 18 month ?

The Community welcomes you, and we look forward to a successful journey with you, @JJ5750.

 

Yes, there is a way to see your QuickBooks Checking account statement. You can follow these steps: 

 

  1. Go to Business overview, select Cash flow, then choose QuickBooks Checking.
  2. Click Manage.
  3. View your QuickBooks Checking account and select Monthly Statements.

 

For detailed information, refer to this article: Use your QuickBooks Checking account.

 

In addition, if getting the Checking account statement earlier than 18 months isn't possible, you may need to contact GreenDot bank. They can provide them for you. You may reach them through the contact number at the back of your QB Checking debit card.

 

I'll also add this article to help you get all details about QuickBooks Checking and envelopes: Learn more about QuickBooks Checking.

 

If you have further QuickBooks-related concerns, don't hesitate to post them here. We're always available to tend to each of your queries. Have a great day ahead!

JJ5750
Level 1

Is there a way to see quick books checking account statement earlier than 18 month ?

@JamesAndrewM 

Thank you, that gives up to 18 months old statements, I'm looking for up to 24 months back statements.

MJoy_D
Moderator

Is there a way to see quick books checking account statement earlier than 18 month ?

Thank you for getting back to us and providing us with more details about getting your monthly statements, @JJ5750

 

For monthly statements beyond 18 months, I suggest reaching out to the Green Dot Customer Support team. They have the tools to access your account in a secure environment and generate the statement that you need.

 

You can contact them by calling the number on the back of your QuickBooks Debit Card. Refer to this article for detailed guidance on how to manage your QuickBooks Checking transfers and monthly statements: Use your QuickBooks Checking account

 

If you need to put money from your QuickBooks Checking account into envelopes for future expenses, see this article for more information: Create envelopes to set your funds aside with QuickBooks Checking. It'll guide you on how to move money in or out of an envelope. 

 

Let me know if you need further help or guidance getting your monthly statements. I'm always here to help. Have a great rest of the day!

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