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kate-z-graham
December 30, 2021
Question

How to resolve bank connection issues when using both Mint and Quickbooks Self-Employed? Every time I authorize bank in one I have to reauthorize the bank in the other.

  • December 30, 2021
  • 1 reply
  • 0 views
I've been using Mint for years. Last year I started using Quickbooks Self-Employed for my small business. When I authorize the bank feed in QSE I then have to reauthorize the bank feed in Mint or my account does not sync. Then, I have to go back and reauthorize the bank feed in QSE. Basically, one or the other app is never in sync with my bank. I called my bank, they said there was nothing they could do.

1 reply

Rose-A
Rose-A
December 31, 2021

A warm welcome to the Community, kate-z-graham.

 

 

You can sign in to your Mint account and export the transactions from there. Once done, you can follow the steps below to import them into QuickBooks:
 

  1. Sign in to QuickBooks Self-Employed.
  2. Select the Profile ⚙ icon and then Imports.
  3. Tap the You can import transactions link. If you don't see this link, select Import older transactions for the account you want to put the transactions into, or your Cash account.
  4. Select Browse and then select the "transactions.csv" file you downloaded from Mint.
  5. Follow the on-screen steps to upload the file.

 

You can get more details about this process in this article: Move transactions from Mint to QuickBooks Self-Employed. On the same link, you'll find a write-up on how to categorize your statements.

 

I'm always around to lend a hand if you have more questions about QuickBooks or any bank-related concerns. Just tag my name in the comment section so I can assist you further. Take care and have a good one.

Rose-A
Rose-A
January 2, 2022

Hi, kate-z-graham.

 

Hope you're doing great. I wanted to see how everything is going about connecting Mint to QuickBooks. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

K
kate-z-grahamAuthor
January 2, 2022

No, this did not fix my problem.  I'm not trying to connect Mint to Quickbooks.  I have a bank account that is synced with both Mint and Quickbooks Self-Employed.  When I authorize the bank feed with Mint, it disconnects from Quickbooks.  Then, which I reauthorize it in Quickbooks, it disconnects from Mint.  I have to continuously go back and forth reauthorizing the bank feed connection every time I switch between the two applications.

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