Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy nowSolved! Go to Solution.
Hi there, @kogexx.
Let me share some insights as to why the instructions under Help refer to menu items that no longer exist. Also, I'll guide you on how to download credit card statements manually
Some banks now let you view your bank statements right from QuickBooks. This is especially useful if you're reconciling accounts for multiple clients, or reconciling several statements for the same account.
Here's how to view your bank statements in QuickBooks.
Step 1: Connect your bank account
If you haven't already, connect your bank account to online banking. After you connect to a bank that supports View Bank Statements, select Enroll from the bank reconcile page to sign up.
We're working with banks to make this feature more widely available. Here's the list of supported banks.
Step 2: Get your bank statements
Note that if you don’t see this option, your bank may not support this feature yet. We're working to add more banks soon.
Manually attach a bank statement to a reconciliation
You can also attach bank statements manually when you pause or finish a reconciliation.
This saves your bank statement with the reconciliation so you have it for your records.
Step 3: Reconcile the account
Now that you have your bank statement, follow the steps to reconcile the account.
Next steps: View bank statements in QuickBooks
Review your reconciled bank statements at any time:
Additionally, here are some articles that you can read to help you
learn how to combine multiple transactions into a single record so QuickBooks matches your real-life bank deposits also reconcile your accounts so they always match your bank and credit card statements in QuickBooks Online:
Please post any questions or concerns you have, especially related to downloading credit card statements in QuickBooks Online. The community is always ready to help. Enjoy your holidays!
Hi there, @kogexx.
Let me share some insights as to why the instructions under Help refer to menu items that no longer exist. Also, I'll guide you on how to download credit card statements manually
Some banks now let you view your bank statements right from QuickBooks. This is especially useful if you're reconciling accounts for multiple clients, or reconciling several statements for the same account.
Here's how to view your bank statements in QuickBooks.
Step 1: Connect your bank account
If you haven't already, connect your bank account to online banking. After you connect to a bank that supports View Bank Statements, select Enroll from the bank reconcile page to sign up.
We're working with banks to make this feature more widely available. Here's the list of supported banks.
Step 2: Get your bank statements
Note that if you don’t see this option, your bank may not support this feature yet. We're working to add more banks soon.
Manually attach a bank statement to a reconciliation
You can also attach bank statements manually when you pause or finish a reconciliation.
This saves your bank statement with the reconciliation so you have it for your records.
Step 3: Reconcile the account
Now that you have your bank statement, follow the steps to reconcile the account.
Next steps: View bank statements in QuickBooks
Review your reconciled bank statements at any time:
Additionally, here are some articles that you can read to help you
learn how to combine multiple transactions into a single record so QuickBooks matches your real-life bank deposits also reconcile your accounts so they always match your bank and credit card statements in QuickBooks Online:
Please post any questions or concerns you have, especially related to downloading credit card statements in QuickBooks Online. The community is always ready to help. Enjoy your holidays!
Hi there, @kogexx.
Let me share some insights as to why the instructions under Help refer to menu items that no longer exist. Also, I'll guide you on how to download credit card statements manually
Some banks now let you view your bank statements right from QuickBooks. This is especially useful if you're reconciling accounts for multiple clients, or reconciling several statements for the same account.
Here's how to view your bank statements in QuickBooks.
Step 1: Connect your bank account
If you haven't already, connect your bank account to online banking. After you connect to a bank that supports View Bank Statements, select Enroll from the bank reconcile page to sign up.
We're working with banks to make this feature more widely available. Here's the list of supported banks.
Step 2: Get your bank statements
Note that if you don’t see this option, your bank may not support this feature yet. We're working to add more banks soon.
Manually attach a bank statement to a reconciliation
You can also attach bank statements manually when you pause or finish a reconciliation.
This saves your bank statement with the reconciliation so you have it for your records.
Step 3: Reconcile the account
Now that you have your bank statement, follow the steps to reconcile the account.
Next steps: View bank statements in QuickBooks
Review your reconciled bank statements at any time:
Additionally, here are some articles that you can read to help you
learn how to combine multiple transactions into a single record so QuickBooks matches your real-life bank deposits also reconcile your accounts so they always match your bank and credit card statements in QuickBooks Online:
Please post any questions or concerns you have, especially related to downloading credit card statements in QuickBooks Online. The community is always ready to help. Enjoy your holidays!
i need help
Hi there, Dream. We appreciate your time for posting here in Community. We want to provide the resolution you need regarding downloading credit card statements in QuickBooks Online. With that said, we'd like to ask what help you need. Are you trying to fix some reconciliation issues after downloading the credit card statement?
You may attach screenshots so we can get a clear picture of your current situation and supply the needed assistance to resolve this.
Feel free to visit us anytime here in the Community space. We'll be happy to assist. Have a great day ahead!
Any specific concern?
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here