Question

Is it possible to add the Uber Pro Card Account directly to Quickbooks?

Forum|Forum|2 years ago
November 26, 2023
2 replies
0 views

I have created an Uber Pro Card account and on their website it says that the account is held by Evolve Bank & Trust. If I want to link this bank account do I use my uber account information, or do I need to make another account on Evolve Bank & Trust and use that to login?

Is it possible to directly connect the Uber Pro Card account to QB?

Rubielyn_J

Hi there, @mkmbusiness.

Certainly! You can link your Uber Pro Card account to QuickBooks.

To do this, you would typically need to log in to your QuickBooks account and navigate to the banking or transactions section. From there, you can search for "Evolve Bank & Trust" and select it as the financial institution for your Uber Pro Card account. You may then be prompted to enter your Uber Pro Card account login credentials to establish the connection. You can also visit this link for further information: Connect bank and credit card accounts to QuickBooks Online.

If you can't find your bank when you search:

Verify the spelling. Make sure the spelling is exactly as it appears on your bank's website.
Use very specific names to search for your bank. If you still can't find anything, try broader names.
Enter your bank's URL into the search.

If you've exhausted all the options that match your bank's name and still can't establish a connection, or if your bank isn't listed, request support from your bank. To find detailed steps, you can refer to this article as your guide: Search or request support for your bank or credit card account when connecting to online banking.

Once done, review and categorize the downloaded bank transactions to make sure that it is categorized correctly. This helps you to organize your charts of accounts accurately.

If you encounter any issues along the way, don't hesitate to reach out. I'm around to help ensure you can connect your account in QuickBooks. Stay safe!

L

lexlopy

But there are no login credentials to establish the connection. We only have uber login details and the card details.

A

AbegailS_

I understand that you would like to connect your Uber Pro Card Account directly to QuickBooks, @lexlopy. I'm here to provide additional information.

Since you don't have the login credentials required for the connection. In this case, I recommend reaching out to your financial provider, which is the issuer of your Uber Pro Card, for further assistance.

Contacting your financial provider will allow you to inquire about the possibility of establishing a connection between your Uber Pro Card Account and QuickBooks without the need for additional login credentials. They may have specific procedures or tools in place to facilitate this integration.

If ever you're able to connect or sync your bank, I'm sharing these resources below to give you more insights on how to fix bank errors and what to do if transactions are not updating in QBO:

In case you need additional resources for bank-related tasks, browse this link to go to the page. It contains topics with articles and videos to guide you along. Just choose a title that'll fit your concern: Banking.

I'll be right here if you need help with anything else or with credit card connections. Don't hesitate to reply. Take care and have a good one.