Banking

I'm here to ensure you're able to download bank statements, ces40.

You can use a Standard or Accountant access to view and download the statements in QuickBooks Online (QBO).

Here's how to manage users in QBO:

1. Sign in to QuickBooks.
2. Go to the Gear icon.
3. Select Manage Users.

To download the bank statements, I suggest checking out this article to learn the step by steps process: Get Bank Statements.

Once done reconciling, you can print your reconciliation report for future use. This helps you fix any reconciliation issue.

Get in touch with us if need help in managing QuickBooks users. Doing so helps us to guide you with the process.