I understand the significance of having a smooth process in place to access crucial financial information, L Edwards.
Please know that the monthly funding statements are exclusively sent to the owner. This is to maintain the confidentiality and security of sensitive data. We take privacy seriously and strive to guarantee that our customer's documents remain in trusted hands.
We recognize that collaboration between you, as the bookkeeper, and the owner is pivotal for a cohesive workflow. To obtain the details you need to perform your duties effectively, I recommend directly coordinating with your client. This would enable them to forward or share the statements with you on time.
Finally, I'm adding this article to learn how to view your loan payment history and download the agreement: Where can I find my QuickBooks Capital loan documents?
Consider me your ongoing support if you need further help in managing your clients' books and completing other accounting tasks. Assistance is just a post away.
