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jdyearwoodpsyd-g
Level 1

Is there a place on QuickBooks to save monthly bank statements?

 
1 Comment 1
JonpriL
Moderator

Is there a place on QuickBooks to save monthly bank statements?

Hi @jdyearwoodpsyd-g, I'll share details about banking statements.

 

As of the moment, there isn't an integrated way to place or store monthly bank statements in QuickBooks Online. You can send and discuss this as a request via feedback directly from the Gear icon. I'll show you how.

 

  1. Go to the Gear icon.
  2. Under PROFILE, select Feedback.
  3. Enter a few describing how you wanted to have the option to save a bank statement.
  4. Select Next.
  5. Click Skip and send message.

 

I'm adding this reference so you're able to track the status of your request as well as the latest updates from our developer team: Customer Feedback for QuickBooks Online.

 

It'll always be my pleasure to help if you've got other questions besides this one. Use the Reply button and leave your comment below so that I can assist you further.

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