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jean40
Level 1

Where can I find an attach file feature to add a bank statement to an account

can't find attach file feature to add bank statement to a reconciled account

1 Comment 1
Ivan_G
QuickBooks Team

Where can I find an attach file feature to add a bank statement to an account

You can attach the bank statement to a reconciled account by navigating to the History by account window, Jean.

 

Here's how:

 

  1. Go to the Transactions menu, then Reconcile.
  2. Select History by account.
  3. Select the bank Account and the reconciliation's Report period.
  4. Click the designated Attach option for the reconciliation period in which you want to upload the bank statement.
  5. Drag and drop the file or browser to upload the statement.
  6. Once imported, hit Done.

 

Please know that your bank statement should be in CSV file format so you can successfully upload it into QuickBooks.

 

You might also be interested in seeking assistance from our QuickBooks Live Expert Assisted team. They offer personalized bookkeeping guidance tailored to your business needs.

 

I've also added this article: View, print, or export a reconciliation report. It can help you get a snapshot or save a copy of your reconciled entries in the platform.

 

Leave a reply to this thread if you need further assistance with attaching your statements for reconciled entries.

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