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September 11, 2023
Question

Can i link a personal venmo account to quickbooks

  • September 11, 2023
  • 1 reply
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1 reply

September 11, 2023

Yes, you can, jillian.

 

In QuickBooks Online, we can connect your personal Venmo account so you don’t have to enter your transactions manually to keep your business information up to date in QuickBooks.

 

Here's how:

 

  1. Go to Transactions and then select Bank Transactions.
  2. Select Link Account.
  3. Enter the Venmo name or the URL in the Search field, then select the bank.
  4. Enter your Sign info in the Login and Password fields, then select Continue
  5. Select the account you want to connect and the date to pull transactions from the drop-down menu. Then, click Next. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
  6. Select your account type on the Account type drop-down list, then click Next.
  7. Choose the account type that matches your chart of accounts in QuickBooks. If you don’t see the correct account type, select + Add new.

 

For more details, please see this article: Connect Bank and Credit Card Accounts to QuickBooks Online.

 

Once everything is all set, I recommend reviewing Venmo's downloaded transactions. Doing so ensures your record is accurate.

 

Please keep us posted if you need additional assistance managing your online banking. We're always here to help you to ensure your books are accurate.