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Why doesn't QB automatically transferring my bank statement so that reconciling could be easy? There should be a way to log into bank info right from QB itself.

 
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QuickBooks Team

Re: Why doesn't QB automatically transferring my bank statement so that reconciling could be easy...

Hello there, ceren.

 

Thanks for reaching out to us, I'm here to share some information about the option you're looking for.

 

Great news. You can take advantage of the QuickBooks Online Banking option. This way, you'll be able to track your income and you don't need to manually enter every transaction. 

 

Once you connect your bank and credit card accounts to QuickBooks Online (QBO), this automatically import transactions recorded by your bank.

 

To get started, here's how you can connect your bank account to QBO:

  1. Go to Banking.
  2. Click Add account.
  3. Choose the bank account you use for your business from the list and tell QuickBooks what kind of accounts they are.
  4. Once the secure link is established, Select the appropreiate type from the available accounts listed.

I'm adding this article to know more about using Online Banking in QBO: How to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QBO.

 

Stay in touch with me if you have additional questions while working with Online Banking. I'll be sure to help you out.