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Hello - I can't seem to add my venmo credit card (issued by Synchrony Bank) to quickbooks to track transactions made there. Can you please confirm how I can do this asap?
Thanks for reaching out to the Community space, nadera.
I'm happy to lend a hand with regard to adding your Venmo Credit Card.
To verify, did you encounter an error message or code when trying to connect the account? If so, please add the details in your reply below. In the meantime, we can perform some basic troubleshooting steps to investigate if this is caused by a browser-related issue.
Let's start by opening your QuickBooks Online account in a private browser or incognito. This mode will not save your browsing history and prevent errors. You can use the keyboard shortcuts below:
Next, go to Transactions or Banking and click the Link accounts button to connect your Venmo Credit Card. If you can connect without any problems, go back to your regular browser and clear its cache. Finally, close and re-open your browser to refresh the settings. Alternatively, try using a different supported browser.
You also have the option to manually download a CSV file of your transactions from your bank and manually import the data in QuickBooks. Here's a link for the instructions: Manually upload transactions into QuickBooks Online.
After importing the data, you can start categorizing and matching them. In case you're able to connect the account and see some duplicate transactions, you can exclude them by following the steps here.
Please keep me posted on how things go after trying out the steps above. I'll be right here to assist you again. Take care and stay safe.
Hello - thanks for your quick reply. The problem is NOT that I get an error adding my credit card, the issue is that QuickBooks doesn't support an option to connect with Synchrony Financial (Venmo) from your 'Link Accounts' section. So there is no way for me to connect that card whatsoever. I could do a CSV upload but prefer to link the account because then I won't have to CSV upload constantly going forward. Is linking possible for this credit card? https://venmo.com/about/creditcard/
Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.
https://www.moneythumb.com/?ref=110
I'll give that a try, thank you
Did this work? I cannot get my card to link to QBO either
Hello there, ehmgroup. I'd like to provide helpful guidance on integrating a Venmo card with QuickBooks for seamless connection.
When setting up a Venmo account in QuickBooks, please note that it only supports personal accounts. If you need to connect a business account, consider contacting your financial institution to request a connection with QBO.
If you encounter any error messages during the connection process, please let me know the specific error message. This will help me provide tailored assistance and solutions to your concerns.
For now, you can manually upload your bank transactions into your QuickBooks account. Begin by logging in to your bank's website and following the instructions on how to download the transactions.
Here's how to upload the file:
Check these articles for more information about sending a request to support your bank and adding your bank transactions manually:
Also, to learn more about matching your bank transactions and reconciling accounts to ensure your books are accurate and there aren't any duplicate transactions:
If you require further assistance with connecting accounts, feel free to ask. Simply respond here with your question, and I'll be happy to help. Have a great day!
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