Thank you for joining this thread and including a screenshot for reference, Bank Statement. I understand you are waiting for your latest statements to be downloaded automatically in QuickBooks. Allow me to provide details about this.
The system automatically downloads the latest bank statements. However, this process relies on your client's bank when they will send and make the bank statement available in QuickBooks.
To ensure that your latest statements are downloaded promptly, I recommend contacting your bank directly and inquiring about the status of the statement's availability.
Try inputting the statement information, like the ending balance and the end of the statement date. If the same happens, we can perform the basic troubleshooting steps below if you have confirmed that the statements should already be available in our program.
Access your QBO account in a private browser. Using a private browser window can help determine if the problem you're experiencing in QuickBooks is due to your browser settings or extensions.
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Option + P
You can also use another browser. Here are the lists of our supported browsers:
- Google Chrome: version 78 or newer
- Mozilla Firefox: version 76 or newer.
- Microsoft Edge: version 79 or newer
- Safari: version 12 or newer (Mac only)
- Opera: version 68 or newer
- Samsung: version 10 or newer
Please stay in touch if you have concerns about viewing your client's bank statement. I want to make sure you can access and sort everything out in QuickBooks. Bye for now and take care always.
