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Move transactions from Mint to QuickBooks Self-Employed

Learn how to get your data from Mint. We recommend following these steps in a web browser.

Do you use the Mint app to track sales and expenses for your self-employed work? You can easily export your transactions from Mint and import them into QuickBooks Self-Employed. Here's how to get your transactions into a CSV file and upload it into QuickBooks.

Step 1: Export transactions from Mint

  1. Sign in to Mint.
  2. Go to the Transactions link.
  3. Scroll to the bottom of the Transactions page.
  4. Select the Export all transactions link.
  5. Download and save the file somewhere you can easily find it, like your desktop. The file is called "transactions.csv."

Step 2: Import transactions into QuickBooks Self-Employed

  1. Sign in to QuickBooks Self-Employed.
  2. Select the profile ⚙ icon and then Imports.
  3. Select the You can import transactions link. If you don't see this link, select Import older transactions for the account you want to put the transactions into, or your Cash account.
  4. Select Browse and then select the "transactions.csv" file you downloaded from Mint.
  5. Follow the on-screen steps to upload the file.

Note: Only import transactions after January 1, 2014. Don't import anything earlier. QuickBooks can't estimate taxes for transactions older than 2014.

Step 3: Categorize the imported transactions

Now your Mint transactions are in QuickBooks Self-Employed. Follow the steps to categorize them so they show up in the correct accounts.

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