It's nice to see you in Community. Welcome! QuickBooks Online provides the reports you need to review your information at a glance. I'd be glad to assist!
Follow these steps to review bank records;
1. Open your Settings ⚙ and select Chart of accounts
2. Locate the bank in the list or enter it in the Search field
3. Click on the ▼ dropdown menu in the Action column and choose Run report
4. Enter the Report period or choose Custom for a specific date range
5. Hit Run report Note; You can also select Account history in the Action column and set a Filter for the desired date range.
Should you require additional assistance, please don't hesitate to contact us. Your time is valuable and we're always happy to help!
Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat. Social Media: Facebook, Twitter, and Instagram. Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
Feel free to reach out again if other questions come to mind. We're here for you!
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.