QuickBooks HelpQuickBooksHelpIntuit

Find your QuickBooks Capital loan documents

SOLVEDby QuickBooks39Updated September 06, 2023

Learn how to find your QuickBooks Capital loan documents (Loan agreement and Paid in full letter) in QuickBooks Online.

Find your loan documents

To find your loan documents:

  1. Using Google Chrome, Edge, Firefox or Opera browser, log in to QuickBooks Online using the guarantor’s username and password.
  2. Go to Banking Services, then select Capital (Take me there).
  3. There are two pathways to see your loan history:
    1. If you are currently in repayment of another loan, the link to your past loan documents is located below the Payment History table.
    2. If you have paid off a loan, the link to your past loan documents is located at the bottom of the screen displaying a loan estimate.
  4. Select See loan history.
  5. The loan history page opens and displays a list of all prior loans you have attained.
    Note: You need to have your pop-up blocker and ad- blocker disabled in order for the new page to display.
  6. From here, you have the option to view, download, and print the following documents:
    • Loan agreement
    • Paid in full letter

Was this helpful?

You must sign in to vote, reply, or post
QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this