How do I download credit card statements manually?

Some banks now let you view your bank statements right from QuickBooks. This is especially useful if you're reconciling accounts for multiple clients, or reconciling several statements for the same account.

Here's how to view your bank statements in QuickBooks.

Step 1: Connect your bank account

If you haven't already, connect your bank account to online banking . After you connect to a bank that supports View Bank Statements, select Enroll from the bank reconcile page to sign up.

We're working with banks to make this feature more widely available. Here's the list of supported banks .

Step 2: Get your bank statements

  1. In QuickBooks, go to Settings , then select Reconcile .
  2. Tip: You can also select Reconcile from the Transactions tab in the MENU .
  3. From the Account drop-down, select the account you want to reconcile.
  4. If you see the View Statements option, you can get your bank statements directly from your bank for this account. Select View Statements to see your available statements.
  5. When you're ready to start, select Start reconciling or Resume reconciling .

Note that if you don’t see this option, your bank may not support this feature yet. We're working to add more banks soon.

Manually attach a bank statement to a reconciliation

You can also attach bank statements manually when you pause or finish a reconciliation.

  1. Follow the steps to reconcile the account.
  2. When you finish, select Finish now .
  3. Select Attach statement to add the statement.

This saves your bank statement with the reconciliation so you have it for your records.

Step 3: Reconcile the account

Now that you have your bank statement, follow the steps to reconcile the account.

Next steps: View bank statements in QuickBooks

Review your reconciled bank statements at any time:

  1. Go to Bookkeeping and select Reconcile.
  2. Select History by account .
  3. Look for the statement.
  4. Select Attachments in the Statements column to open the statement.

Additionally, here are some articles that you can read to help you

learn how to combine multiple transactions into a single record so QuickBooks matches your real-life bank deposits also reconcile your accounts so they always match your bank and credit card statements in QuickBooks Online:

Please post any questions or concerns you have, especially related to downloading credit card statements in QuickBooks Online. The community is always ready to help. Enjoy your holidays!