Solved: Checking Account Statements with Balance

RicklynnRoost · ‎10-20-2023

Am I overlooking where to find actual Monthly checking account statements? I need my monthly statements and I cannot find a place to download actual bank statements.

Cassie Wildermuth

TheRealChipA · ‎10-20-2023

Hi @RicklynnRoost. It’s not obvious, for sure. From your online dashboard go to Balances. Then:

Select your location
You’ll see a little gear icon in the upper right corner. Click that.
Select Checking settings (I know, who would have thought that! LOL)
Scroll down to the Documents section and you’ll see Account statements.

That should get you what you are looking for. Let me know if you need anything else.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a possible "best answer." I hate the term, and wish we could just mark posts as "helpful." But this is our only mechanism at the moment. Just remember "Best answer" should be interpreted as "helpful," and nothing more. LOL. "Best" (ugh) answers help folks possibly find solutions to similar problems they are hoping to solve.

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TheRealChipA · ‎06-11-2024

I circled it in red in the screen shot below. But first, did you click on your location to bring up its balance screen?

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a possible "best answer." I hate the term, and wish we could just mark posts as "helpful." But this is our only mechanism at the moment. Just remember "Best answer" should be interpreted as "helpful," and nothing more. LOL. "Best" (ugh) answers help folks possibly find solutions to similar problems they are hoping to solve.

View Best Answer >

TheRealChipA · ‎10-20-2023

Hi @RicklynnRoost. It’s not obvious, for sure. From your online dashboard go to Balances. Then:

Select your location
You’ll see a little gear icon in the upper right corner. Click that.
Select Checking settings (I know, who would have thought that! LOL)
Scroll down to the Documents section and you’ll see Account statements.

That should get you what you are looking for. Let me know if you need anything else.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a possible "best answer." I hate the term, and wish we could just mark posts as "helpful." But this is our only mechanism at the moment. Just remember "Best answer" should be interpreted as "helpful," and nothing more. LOL. "Best" (ugh) answers help folks possibly find solutions to similar problems they are hoping to solve.

Badass75 · ‎10-27-2023

Ty very much

cjpl · ‎06-10-2024

I can not find the little gear icon.

TheRealChipA · ‎06-11-2024

I circled it in red in the screen shot below. But first, did you click on your location to bring up its balance screen?

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a possible "best answer." I hate the term, and wish we could just mark posts as "helpful." But this is our only mechanism at the moment. Just remember "Best answer" should be interpreted as "helpful," and nothing more. LOL. "Best" (ugh) answers help folks possibly find solutions to similar problems they are hoping to solve.