How can I get a monthly bank statement from quickbooks checking?

Welcome to the Community.

I'll help you get a bank statement with QuickBooks Online.

Following are the steps using different versions:

QuickBooks Online

1. Go to Lending & Banking, then select QuickBooks Checking.
2. Choose Manage.
3. Select QuickBooks Checking account and then Monthly Statements.

QuickBooks mobile app

1. Go to the Banking or Cash Flow menu.
2. In the QuickBooks Checking section, select Manage.
3. Choose Account info and then Monthly Statements.

QuickBooks Money mobile app

1. From the Overview tab, select Banking.
2. Choose Manage account and then select Account info.
3. Select Monthly Statements.

For future reference, you can read these articles to help you learn more about QuickBooks Checking:

• QuickBooks Checking FAQ.
• Use your QuickBooks Checking account.

Let me know if you have questions about QuickBooks Checking. I'm always here to help. Have a great day.

Hello, the word Manage is not visible when viewing my Quickbooks Checking account. Please send me a screen shot or an alternate way to find my Quickbooks Checking statement. Thanks!

Hello, the word Manage is not visible when viewing my Quickbooks Checking account. Please send me a screen shot or an alternate way to find my Quickbooks Checking statement. Thanks! - David

Thanks for joining the thread, David. Let me assist you in accessing your QuickBooks Checking monthly statements.

Accountants have different steps for displaying the statements, which may be why you're unable to view the Manage button. If you're an accountant, follow these steps:

1. Navigate to Accounting and choose Reconcile.
2. Select QuickBooks Checking for the account to reconcile and click View statements.
3. Pick a statement to download.

If you're not an accountant, the inability to see the Manage button may be due to a cache-related issue. If this is the case, you can perform some troubleshooting steps. First, use a private window to rule out any cache problems in your browser. Here are the shortcut keys:

• For Mozilla Firefox browser: Ctrl + Shift + P
• For Google Chrome browser: Ctrl + Shift + N
• For Safari browser: Command + Shift + N

After that, log in to your account and follow the steps provided by my colleague to view the statement. If it works, clear your browser's cache to remove the webpage data causing the issue. If a private browser doesn't work, use other supported browsers you've installed.

If you want to use mobile check deposit to place funds into QuickBooks Checking, visit this article for more guidance: Use mobile check deposit with QuickBooks Checking.

We're here to ensure you can easily access your financial information. Let me know if you need further help with your monthly statements. Take care, and have a great day!

Even with the cleared cache and a different browser, the word Manage is not showing.  I am not logged in as an Accountant.  Can you send me a screenshot of where the word Manage is supposed to be so I know where to look?  Thanks!

Thanks for getting back here in the thread, David. I'll point you in the right direction to help address this situation to access your monthly bank statements for QuickBooks Payments inside QuickBooks Online (QBO).

Since the issue persists after performing some basic troubleshooting, we recommend contacting our Customer Care Team for further assistance. They will be able to investigate the problem on your behalf and identify the underlying cause. Also, they can assist you in obtaining a copy of your monthly bank statements. Below are the steps you need to follow:

1. Access your QuickBooks Online company.
2. Click the Help (?) at the top right.
3. Select or type Contact Us.
4. Enter your concern, then select Let's talk.
5. Choose Start a chat with a support expert.

For more details and support availability, please see this page: Contact Payments Support.

In addition, here's an article to help you manage bank transactions inside QBO: Categorize online bank transactions in QuickBooks Online.

We're always here to provide further assistance in handling your bank statements or any additional concerns related to the program. Feel free to comment below so we can respond as soon as possible. Keep safe.