Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
pannells1stteammoving
Level 1

How can I pull up 2023 Qb checking statements?

 
1 Comment 1
JeraldR
QuickBooks Team

How can I pull up 2023 Qb checking statements?

Hi, Pannells1stteammoving.

 

In QuickBooks Online, you can access your statements by going to Lending & Banking. However, this provides you with up to 18 months of old statements.

 

Here's how:

 

  1. Navigate to Lending & Banking, then select QuickBooks Checking.
  2. Click Manage.
  3. Select the QuickBooks Checking account.

 

Since you want to pull up 2023 QuickBooks Checking statements, I suggest contacting the Green Dot Customer Support team. They have specialized tools to generate the statement that you need.

 

For now, we can run a Transaction List Report and filter the date. Please note that when running this report, it includes transactions (e.g., Money in and Money out). Here's how:

Open your QuickBooks.

 

  1. Go to Reports.
  2. In the Search bar, type Transaction List by date.
  3. Head to Filter, then choose Account, Equals, then QuickBooks Checking Account.
  4. Navigate to the Report period, then select Custom dates.
  5. Set the date you want.

 

I also added this helpful article for more information to learn when using QuickBooks Checking: QuickBooks Checking FAQ.

 

Let us know in the comments below if you have any other questions about QuickBooks.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us