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healthykids2011
Level 1

I'm trying to manually attach a bank statement to my reconciliation, however the "attach statement" option isn't appearing next to the "done" button?

 
1 Comment 1
MaryAnn_E
QuickBooks Team

I'm trying to manually attach a bank statement to my reconciliation, however the "attach statement" option isn't appearing next to the "done" button?

Hi there, @healthykids2011.

 

Let me provide some insight into your question about attaching a bank statement to the reconciliation report.

 

When performing a reconciliation, you'd use your bank statement in comparing and verifying the validity of your list of transactions. There's no need to attach a bank statement on it.

 

At this time, there isn't an option to attach a copy of your bank statement to the reconciliation report. I think this is a great idea and can see how it would be beneficial to keep these related records together.

 

One option you may want to consider is to print your reconciliation report. You could then staple it to the physical copy of your bank statement, and keep it on file for future reference.

 

However, if you still about to perform the reconciliation and you need to enter the bank transactions. You can use the WebConnect feature to import the list of transactions then proceed with the reconciliation process.

 

For further details about uploading bank transactions through a WebConnect file, you can check this article: Manually upload transactions into QuickBooks Online.

 

I’m also adding a link on how to add attachments to your customer and vendor profiles: Attachments in QuickBooks Online.

 

The Community team is here in case you need further assistance.

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