I understand how inconvenient it can be to receive conflicting information about syncing your credit card to QuickBooks Self-Employed, Aklo, especially when you're manually entering transactions. I'd like to clarify this and provide guidance.
You can connect a business credit card to QuickBooks Self-Employed (QBSE) through the Bank Transactions page. However, QBSE has limited support for financial institutions. Many regional banks, credit unions, or smaller credit card issuers may not be compatible, unlike the broader support available in QuickBooks Online (QBO).
Here's how you can connect the business card:
- Go to the Profile Gear Icon and under the Transactions menu.
- Click Connect Bank, and choose an account to connect.
- Follow the prompts to select your financial institution and link your credit card account.
Once linked, QuickBooks Self-Employed will automatically download transactions from the connected credit card, making it easier for you to categorize them. Keep in mind that the ability to sync depends on whether your financial institution supports sharing credit card transaction data with QuickBooks.
If you experience any issues during this process or need further assistance, please don’t hesitate to reach out. We’re always here to help.