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michael-vizmoo-c
Level 1

How can I connect to Venmo without entering my Venmo login credentials in Quickbooks? This is bad security design. Should be done using login on Venmo and OAuth tokens.

As the subject says. I don't want to enter my login credentials into quickbooks. Why isn't it using Plaid or similar? When I connected Paypal, it took me to paypal's site for the login, which is the proper way to do this.
1 Comment 1
JoanaC
QuickBooks Team

How can I connect to Venmo without entering my Venmo login credentials in Quickbooks? This is bad security design. Should be done using login on Venmo and OAuth tokens.

Hello there, Michael. Let me share more information about connecting your Venmo to QBO.

 

QuickBooks Online's connection process depends on what Venmo allows when entering your credentials to integrate with QBO. That is why PayPal prompts you to enter your credentials in a pop-up window, as this is what they have allowed QBO when entering your information. However, I can assure you that logging your Venmo information to QBO is safe and secure. Follow these steps:

 

  1. Go to Transactions, then Bank Transactions.
  2. Click Link Account, then search for Venmo. P1.png
  3. Enter your username and password, then hit Continue, and follow the onscreen steps to connect.
  4. Select bank or credit card accounts. Choose the matching account type from the dropdown.
  5. Choose how far you want to download transactions.
  6. Hit Connect.

 

In addition, we can also use a third-party app to connect your Venmo to QBO if you don't really want to enter your credentials directly in the program.

 

Moreover, let me share this article to guide you on categorizing your transactions: Categorize and match online bank transactions in QuickBooks Online.

 

Don't hesitate to leave a comment if you still have questions about your bank connections. Have a great day, and take care.

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