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Replying to:
MariaSoledadG
QuickBooks Team

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Thanks for getting back to us, I'll add some details about the auto-import of statements in QuickBooks, Rev.

 

Technically, if your bank is supported, you should be able to enjoy the feature. Unless, there are issues with your bank. May I know what's the name of your bank? This way, we'll be able to know if there are certain banks that encounters problems about importing statements. 

 

In the meantime, try to use an incognito window when logging into your account to see if you're able to view the option. I've added the shortcut keys below for your convenience.

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N
  • Microsoft Edge: Ctrl + Shift + P

 

You may also want to switch to a different supported browser. We do this this sometimes because they often interpret or display website source slightly in different ways.

 

In addition, learn how QuickBooks gives you more information when running reports so you'll get the data you need. You'll only have to ensure to customize them from filters to layout so the right data will show in your end. Check out this article for more information: Customize Reports In QuickBooks Online.

 

Let me know if you have any other issues or question with importing statement. I'll be right here if you need further assistance. Just mention me. 

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