A recent conversation in my Facebook group was all about how to attach bank and credit card statements in QuickBooks Online.
I thought it would be a great to show the two methods of doing this. Using zero dollar transactions to attach bank and credit card statements in QuickBooks Online.
The first way to attach bank and credit card statements in QuickBooks Online is a bit more “old school” method, and my preferred way of doing this, because you can create custom reports that make it easy for users to find statements for any account in one place.
Similar to my method of attaching sales tax & payment tax returns and payment confirmations, this method also uses the zero dollar transaction. First, create a new vendor that corresponds to the account: in this case, we’ll add “Amex 30018 Statements” to our vendor list: Vendor Center > New Vendor Next, […]
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