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Level 1

1. Does Sam's Club® Mastercard® work with quickbooks? (Can you upload transactions to Quickbooks?) 2. Does MileIQ app work with Quickbooks?

 
5 Comments
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Moderator

1. Does Sam's Club® Mastercard® work with quickbooks? (Can you upload transactions to Quickbooks?) 2. Does MileIQ app work with Quickbooks?

Hello there, escobarinterpret.

 

I've checked and found that QBO supports multiple Sam's Club accounts. You can go to the Banking section and select which account you need to connect into QBO. Then, refer to this article for the additional steps to add and connect bank and credit card accounts.

 

On the other hand, our program integrates with hundreds of different applications. You can visit our App Center and see if you can find the MileIQ app there. I'd also suggest reaching out to the third-party provider for MileIQ and check if they have ways to sync with QBO.

 

I'll be right here if you need more help. Thanks for dropping by.

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Level 1

1. Does Sam's Club® Mastercard® work with quickbooks? (Can you upload transactions to Quickbooks?) 2. Does MileIQ app work with Quickbooks?

While the account connects and shows balance, it brings in no detailed or individual transactions. Is there something we need to know? Do we have to manually input from statements? Why does it connect if it doesn't bring in transactions?

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QuickBooks Team

1. Does Sam's Club® Mastercard® work with quickbooks? (Can you upload transactions to Quickbooks?) 2. Does MileIQ app work with Quickbooks?

Hello there, @DPritch.

 

Let's manually update your bank account to bring the information of each transaction in QuickBooks.

 

Before we proceed, please know that QuickBooks only depends on the information on what your banks provided.

 

Here's how:

 

  1. In your QuickBooks Online, click Banking from the left menu.
  2. Select the appropriate bank account.
  3. Click the Update button.
  4. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

If the bank transactions still won't download, you can check out this article for more troubleshooting steps: What to do if bank transactions won’t download or there's a bank error.

 

You might also want to read this article to learn how to match bank transactions in QuickBooks: Match and categorize bank transactions in QuickBooks Online.

 

If you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you. Have a great day.

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Level 1

1. Does Sam's Club® Mastercard® work with quickbooks? (Can you upload transactions to Quickbooks?) 2. Does MileIQ app work with Quickbooks?

Thank you for your reply

I am using Self Employed Version

I see a few potential limitations ( or are they?):

1. Entering credit card information (manually) when Quickbooks not supported by Credit Card Company. 

I can identify credit card payments through transactions in bank accounts. I can use tags to identify the cards that are not support for Quickbooks. But where and how is the detail or itemization of expense, finance charges related to the card posted and expensed, I have not figured out how to do that yet

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QuickBooks Team

1. Does Sam's Club® Mastercard® work with quickbooks? (Can you upload transactions to Quickbooks?) 2. Does MileIQ app work with Quickbooks?

Thanks for clarifying the product you are using, DPritch.

 

Regarding your concern, you're right. There are a few limitations compared to the Online version. 

 

You're also right to use the tagging feature. This helps you tag the transaction to a credit card account.

 

Let's go over to the itemization or categorization of transactions. I'll show you how to do it:

  1. Go to Transactions.
  2. Select the transaction, then select either Business or Personal.

When you mark an expense as Business, we try to assign the expense to the correct category. Although, you can change it by clicking the blue field.

 

For more details, you can check these articles about categorization:

If there's anything else that we can do for you, please leave a comment below. 

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