Account statements

Soapworks
Contributor
Contributor

I have followed the instructions.... 

  1. To download the history, click Statements.
  2. Choose a statement type: "Custom", "Standard", or "Tax docs".but when I click on statements it only gives me the custom option. this takes me to activity reports which is not what I want. I need a proper statement like a bank statement showing the balance so i can reconcile my accounting software.thanks
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2 REPLIES 2

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@Soapworks 

 

Activity > Statements > Standard > Pick Year > Tick Month


Kudos & Solved are greatly appreciated. 🙂
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Soapworks
Contributor
Contributor

Thanks... as mentioned those options dont come up

I have tried to put a screen shot here but am not able to.

when i click on statements, it goes to a screen that says "download detailed statements" and there is a custom button and nothing else...

It only has the custom option and then "balance affecting" which just gives activity and not a proper statement.

thanks

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