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gregory_accounta
Level 1

Can you help me with the step by step process of capturing a bank statement of one of my clients using QuickBooks?

 
1 Comment 1
IntuitLily
Moderator

Can you help me with the step by step process of capturing a bank statement of one of my clients using QuickBooks?

Glad to see you in the Community, @gregory_accounta.

 

It'd be my pleasure to help you capture a specific report in QuickBooks that'll show your client's bank statement. 

 

Here's how:

 

  1. Go to the Gear Icon and select Chart of Accounts.
  2. Locate the bank account then go to the Action column.
  3. Tap the drop-down arrow on the View register and click Run Report.

 

For other available reports, you can refer to this guide: Run reports.

 

However, if your client needs the actual bank statement, they can reach out to their financial institution and request one.

 

Please know you can reach out to the Community anytime you need a helping hand, we're always available here to guide you. Have a nice day!