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petnannykelly-gm
New Member

Hello! What is the best way to import 5 years of Venmo transactions into QuickBooks? I have a Solopreneur plan now, I can't figure it out. Thanks in advance!

 
1 Comment 1
GebelAlainaM
QuickBooks Team

Hello! What is the best way to import 5 years of Venmo transactions into QuickBooks? I have a Solopreneur plan now, I can't figure it out. Thanks in advance!

Hello there, pet. I can help you import your Venmo transactions into QuickBooks Solopreneur.

You can use the Import feature in QuickBooks Solopreneur to upload your Venmo transactions in a CSV file format. I'll show you how.
 

  1. Go to the Gear icon and select Imports.
  2. Select Bank Data.
  3. Choose a file in the Drag and drop or select files box and Continue.
  4. Follow the on-screen steps to upload the CSV file.
  5. Then, tap Import.
     

For more details about uploading bank transactions to QuickBooks, please refer to this article: Manually upload transactions into QuickBooks Online.

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

If you have any other questions about adding transactions to QuickBooks Solopreneur, feel free to comment below. I'll be happy to help you further. Take care, and have a good one.

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