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Regina-Meyer13
Level 1

How can I connect my Venmo Visa card to my account? There is no pulldown option, .csv data only shows Venmo account not card, and putting link/url doesn’t work.

 
1 Comment 1
EvethC
QuickBooks Team

How can I connect my Venmo Visa card to my account? There is no pulldown option, .csv data only shows Venmo account not card, and putting link/url doesn’t work.

I'm here to guide you through the process of linking your Venmo Visa Card and provide alternative solutions so you can manage your banking seamlessly, Regina.

 

Before we proceed, may I ask if you've searched Venmo Visa Card using their URL in QuickBooks? Also, have you encountered any specific errors while entering the URL? Any additional info provided will be appreciated to help me provide assistance tailored to your needs.

 

Meanwhile, a specific bank normally appears when you search it using the bank name or URL when linking an account in QuickBooks. Since Venmo Visa card doesn't appear in the search results, it is because this is not supported yet in QuickBooks Solopreneur. However, you can request your provider to integrate with QuickBooks by following these steps.

 

To ask for a request, please follow these steps:

 

  1. Navigate to the Transaction tab, then click the New Transaction drop-down.
  2. Select Link Account, then search Venmo.


     
  3. On the Account Provider Name, put Venmo.
  4. Enter your provider sign-in URL.
  5. Click Request.

 

After you send your request, Venmo will verify it. While awaiting approval, you can still manage your transactions by importing them manually to QuickBooks using a CSV file.



 

 

Keep in mind that manually entered transactions may duplicate with downloaded ones, causing discrepancies in your records. To avoid this, you can exclude duplicate transactions from your bank feeds once your Venmo Visa Card is linked to QuickBooks Solopreneur successfully.

 

Furthermore, you can categorize your transactions to ensure they align accurately with your Schedule C.

 

If you have further questions or need help managing your Venmo Visa card transactions, feel free to reach out. I'm here to assist you!

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