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jjb105
February 11, 2023
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How can I add my Venmo Credit Card transactions into the app?I don't see a place for the import

  • February 11, 2023
  • 3 replies
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Original commenter did not share additional details
Best answer by Kevin_C

I've got you covered, jamessinka.

 

I'm here to make sure you can add your Venmo transactions to your QuickBooks Self-Employed (QBSE) mobile app.

 

You can add your recent transactions if you connect your bank and credit card accounts to QBSE. Otherwise, I suggest using your mobile device's web browser to import your Venmo transactions from a CSV file format.

 

Here's how:

 

  1. Go to the Profile ⚙ icon and select Imports.
  2. Select Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Tap Import.

 

For more details about this process, please refer to this article: Manually import transactions into QuickBooks Self-Employed. 

 

On the other hand, please visit this article if you want to manually add single transactions to QBSE: Manually add transactions in QuickBooks Self-Employed.

 

Additionally, please review what transactions you've added, check for duplicates, and categorize your transactions before putting them into QuickBooks: Categorize transactions in QuickBooks Self-Employed.

 

If you have any other questions about adding transactions to the QBSE mobile app, feel free to comment below. I'll be happy to help you further. Take care, and have a great day!

3 replies

K
Kevin_CAnswer
February 11, 2023

I've got you covered, jamessinka.

 

I'm here to make sure you can add your Venmo transactions to your QuickBooks Self-Employed (QBSE) mobile app.

 

You can add your recent transactions if you connect your bank and credit card accounts to QBSE. Otherwise, I suggest using your mobile device's web browser to import your Venmo transactions from a CSV file format.

 

Here's how:

 

  1. Go to the Profile ⚙ icon and select Imports.
  2. Select Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Tap Import.

 

For more details about this process, please refer to this article: Manually import transactions into QuickBooks Self-Employed. 

 

On the other hand, please visit this article if you want to manually add single transactions to QBSE: Manually add transactions in QuickBooks Self-Employed.

 

Additionally, please review what transactions you've added, check for duplicates, and categorize your transactions before putting them into QuickBooks: Categorize transactions in QuickBooks Self-Employed.

 

If you have any other questions about adding transactions to the QBSE mobile app, feel free to comment below. I'll be happy to help you further. Take care, and have a great day!

Fiat Lux - ASIA
Fiat Lux - ASIA
February 12, 2023

@jjb105 

Explore csv2qbo converter tool as a workaround.

https://www.moneythumb.com/?ref=110

 

K
kbby
August 25, 2023

are you folks working on a way to treat Venmo credit card transactions like any other credit card? Id like to avoid having to import transactions and just have the credit card account linked up & synced up like all my other credit cards do.

    Bryan_M
    Bryan_M
    August 25, 2023

    Thanks for joining this thread, @kbby. We have valuable information here you can use to integrate your Venmo credit card transactions into QuickBooks Self-Employed (QBSE). And we're more than happy to guide you on how to do it.

     

    Venmo account is one of the bank accounts listed where you can connect it to QBSE. It allows you to skip manual data entry and download recent transactions automatically.

     

    To connect your Venmo credit card account in QBSE, follow the steps below:

     

    1. From the Gear icon where your name is, pick Connect bank under the TRANSACTIONS column.
    2. In the search field, enter Venmo or the bank's URL.
    3. Enter your Venmo login info in the Email/Phone/Username and Password field.
    4. Then, click Connect.

     

     

    Once successfully connected, QBSE will now automatically download your recent bank transactions.

     

    After that, you can utilize these articles to categorize transactions in QBSE:

     

     

    We're thankful to you, @kbby, for choosing QBSE as your partner in tracking your finances. We'll always be here to guide you on how to use this financial medium. Just click the reply button below if you have questions. We'll answer as soon as possible. Keep safe, and have a good day.

    S
    slr478
    August 27, 2023

    The current Venmo integration does not appear to support Venmo credit card (this is a separate product, it's a credit card not a cash account).

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