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neuractor2-gmail
Level 1

Is it possible to download the Venmo transactions by the name of the person who paid me? Do I just have to do it manually?

It seems to only be the subject that the customer put when they paid me.
Solved
Best answer July 21, 2021

Best Answers
Giovann_G
Moderator

Is it possible to download the Venmo transactions by the name of the person who paid me? Do I just have to do it manually?

Hello, neuractor2-gmail.

 

I can share information about downloading Venmo transactions in QuickBooks Self-Employed(QBSE).

 

When you link Venmo account, QuickBooks will automatically download all recent transactions or it depends on what Venmo allows to download. It will be a combination of your personal and business transactions. You'll want to exclude some entries so only those people who paid only show. I'll show you how.

 

  1. Go to the Transactions menu.
  2. Find or locate the transaction you want to exclude.
  3. Select the Exclude.
  4. Hit Apply.

 

Also, you'll have the option to manually enter the transaction. Please follow this guide for your reference: Manually add transactions in QuickBooks Self-Employed.

 

In addition, you can review this material to check how your transaction is categorized to ensure it's in the correct line in the Schedule C report: Categorize transactions in QuickBooks Self-Employed.

 

Let me know if you have further questions about banking. Just leave a comment below and I'll be back to help you. Have a nice day!

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2 Comments 2
Giovann_G
Moderator

Is it possible to download the Venmo transactions by the name of the person who paid me? Do I just have to do it manually?

Hello, neuractor2-gmail.

 

I can share information about downloading Venmo transactions in QuickBooks Self-Employed(QBSE).

 

When you link Venmo account, QuickBooks will automatically download all recent transactions or it depends on what Venmo allows to download. It will be a combination of your personal and business transactions. You'll want to exclude some entries so only those people who paid only show. I'll show you how.

 

  1. Go to the Transactions menu.
  2. Find or locate the transaction you want to exclude.
  3. Select the Exclude.
  4. Hit Apply.

 

Also, you'll have the option to manually enter the transaction. Please follow this guide for your reference: Manually add transactions in QuickBooks Self-Employed.

 

In addition, you can review this material to check how your transaction is categorized to ensure it's in the correct line in the Schedule C report: Categorize transactions in QuickBooks Self-Employed.

 

Let me know if you have further questions about banking. Just leave a comment below and I'll be back to help you. Have a nice day!

neuractor2-gmail
Level 1

Is it possible to download the Venmo transactions by the name of the person who paid me? Do I just have to do it manually?

Thank you

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