cancel
Showing results for 
Search instead for 
Did you mean: 
ocexteriors
Level 1

I want to print out last year's bank statements for taxes

 
1 Comment 1
Rubielyn_J
QuickBooks Team

I want to print out last year's bank statements for taxes

I'm here to help print out last year's bank statements for taxes, @ocexteriors.

 

If you want to print a previous bank statement, you can contact your Financial Institution for the data. Then, you can print it to have a copy of it.

 

Otherwise, if you're referring to bank transactions that you'll use for filing taxes, you can run a Quick report for that specific bank account. Then set the date to last year and choose the Print option to complete the process.

 

Here's how:

 

  1. Log in to your QBO account.
  2. Select the Accounting menu from the left panel.
  3. Choose the Chart of Accounts.
  4. Select the account and from the Action column, click the dropdown menu and click Run report.

  5. Then select Last Year under the Report period section and click Run report.
  6. Choose the Print icon.

 

You can also review this article to help you personalize your statement in QuickBooks Online: Customize reports.

 

Additionally, make sure to reconcile your accounts so that they always match your bank and credit card statements to avoid discrepancies.

 

Feel at ease to leave a comment below if you have additional questions about printing transactions in QuickBooks. I'll be happy to help you. Keep safe!

Need to get in touch?

Contact us