Connected and Downloaded Venmo Transactions, Now What?

Hello there, PalmParrot.

I'm here to share more information about connecting your bank and Venmo account, and why transactions don't match.

When you connect both your Venmo and bank accounts, the downloaded transactions will duplicate. To ensure that the transactions match with the other, you can either disconnect your bank or your Venmo account. Before doing so, you'll have to exclude and delete the duplicate transactions (of whichever account you want to disconnect).

Here's how:

1. From the Banking tab, select Banking.
2. Select the transactions under For review.
3. Hit Exclude.
4. Go to the Excluded tab.
5. Select the transactions.
6. Click Delete.

If you want to disconnect the account, you can browse this article for the detailed steps: Disconnect bank account.

I've also added this reference as your guide in matching transactions: Categorize transactions.

Keep me posted whenever you have questions about matching transactions.

That seems more like a workaround rather than a solution. If excluding transactions will then make it not balance that introduces another problem. Quickbooks does not handle Venmo correctly. For past records I was able to create a csv file with positive values and import it into Venmo, then match all the Checking transactions to the added positive corresponding entries in Venmo. I will just continue do my workaround adding a positive record in Venmo to match each transfer from Checking.