QuickBooks Capital

Good day to you, dvasquez1.

Let me make it up to you by making sure you get the best help available, so this gets sorted out right away.

To get assistance immediately, I suggest visiting this article and scrolling down until the If you have questions and would like to speak to someone, give us a call at under the Direct Loans section to get the contact number of the appropriate support: What is QuickBooks Capital.

Alternatively, you can also reach out to QuickBooks Online Support Team for further assistance with your concern. Please take note of our business hours to ensure we can attend to your needs.

Additionally, you can also visit this resource to learn more about QuickBooks Capital: QuickBooks Capital FAQs.

Let me know if you need anything else regarding QuickBooks Capital. I'm always around to assist you. Stay safe and have a good one.

Are there any monthly statements?

Thanks for getting back with the Community, dvasquez1.

You can locate your account's monthly statements from the Capital screen.

Here's how to access it:
 

1. Use a Google Chrome, Microsoft Edge, Mozilla Firefox, or Opera browser and sign in to QuickBooks Online using your guarantor's username and password.
2. Go to Banking services, then Capital.
   • Once you've accessed the Capital screen, if you're currently in repayment for another loan, your link to the past loan documents can be found below your Payment History table.
   
   • In the event you've already paid off a loan, your link to past loan documents is located at the bottom of your screen displaying a loan estimate.
   
3. Select See loan history.
4. The loan history page will open and display a list of all loans you've attained. You'll need to have any pop-up blocker and/or ad-blockers disabled in your browser in order for the new page to display.
5. From here, you can view, download, and print your loan agreement and paid in full letter.

I've also included a detailed resource about finding loan documents which may come in handy moving forward: Where can I find my loan documents?
 

If there's any additional questions, I'm just a post away. Have an awesome Friday!

Is there a way the bookkeeper who is a Quick Books ProAdvisor can retrieve the clients Capital funding monhtly statements or can it only be retrieved by the owner?

I understand the significance of having a smooth process in place to access crucial financial information, L Edwards.

Please know that the monthly funding statements are exclusively sent to the owner. This is to maintain the confidentiality and security of sensitive data. We take privacy seriously and strive to guarantee that our customer's documents remain in trusted hands.

We recognize that collaboration between you, as the bookkeeper, and the owner is pivotal for a cohesive workflow. To obtain the details you need to perform your duties effectively, I recommend directly coordinating with your client. This would enable them to forward or share the statements with you on time.

Finally, I'm adding this article to learn how to view your loan payment history and download the agreement: Where can I find my QuickBooks Capital loan documents?

Consider me your ongoing support if you need further help in managing your clients' books and completing other accounting tasks. Assistance is just a post away.