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Statements first, spreadsheets second. What follows is how INTRUST Bank files its statements, how to download the exact periods a job requires, and how those PDFs become verified data.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Statements are issued per account, and access follows the account's authorized signers. On a joint account either holder can usually download; on business accounts, users with view-only online access may or may not see the documents area depending on how the business enrolled. If the statements you need sit behind permissions you do not hold, the account owner downloading them directly is faster than any workaround — and the PDFs are all you need to hand over.
Expect the standard regional-bank set: monthly statements for checking and savings with opening and closing balances and a running balance on most layouts, card statements on the Previous / New Balance pattern where the bank issues its own cards, and periodic statements for CDs and money market accounts. Each type converts separately, against its own balances. A INTRUST Bank statement typically runs as one dated history — deposits, withdrawals and fees in posting order — with the balance shown per transaction on most layouts. INTRUST Bank (Wichita, Kansas) files its statements in the documents area of online banking, organized by account and closing date.
A year of INTRUST Bank statements is twelve to thirteen files per account, and they will be reopened for months. Name them on a system the moment they land — account, then year-month of the closing date — and keep one folder per account inside one folder per year. The payoff comes at reconciliation time: a missing month shows up as a break in the file sequence before it shows up as a mystery in the numbers, and any single statement can be found in seconds when a flagged row needs checking against the original.
After signing in to the INTRUST Bank website and mobile app, open the account and look for Statements & Documents (or Documents / eStatements). The step-by-step section above walks the pattern; exact menu labels change over time.
Closed-account statements usually require a direct request to the bank, since online access often ends at closure. The PDFs or scans they provide convert the same way.
Yes — that is the normal flow. Download the PDFs and send them as issued; your bookkeeper converts and verifies them. Never send online banking passwords; statements are all a bookkeeper needs from the bank.
Usually the download was interrupted, or the file is a print-view export rather than the issued PDF. Re-download from the statements area; if the bank offers both a print and a PDF option, take the PDF.
Usually, yes. The converter detects pages stored rotated and reads them in their displayed orientation; a genuinely sideways scan is reported honestly rather than guessed at. If a page is flagged, re-scanning that page flat and upright is the reliable fix.
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Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.