Thank you for joining this thread, @DEE78023. It's my pleasure to help you store your bank statement in QuickBooks Online (QBO).
Yes, there's a way to attach your PDF bank statement in the Banking section. All you need to do is click the Add attachment when categorizing your downloaded transactions. Let me guide you on how to do it.
- At the left navigation panel, select Transactions.
- Click Bank Transactions.
- Select the transaction you want to put in the bank statement.
- Click Add Attachment.
- Select the file, then click Open.
- Click Add.
Please note that attaching documents is only possible for transactions that haven't been categorized yet.
Alternatively, you have the option to attach your bank statement to your reconciled bank transactions.
Here's how:
- Go to Transactions, then select Reconcile.
- Click History by account.
- Look for the statement.
- Select Attachments in the Statements column to open the statement.
Moreover, here's an article you can utilize to help reconcile your accounts so that the actual values spent match the amount shown leaving an account at the end of a fiscal period: Reconcile an account in QuickBooks Online.
On the other hand, you might want to scan these resources to resolve beginning balance issues when reconciling your account:
Should you have additional concerns besides storing your bank statement in QBO, please don't hesitate to click the Reply button. We're here to help you out. Stay safe!
