kate-z-graham
Level 1
‎December 30, 2021 02:59 PM

How to resolve bank connection issues when using both Mint and Quickbooks Self-Employed? Every time I authorize bank in one I have to reauthorize the bank in the other.

I've been using Mint for years. Last year I started using Quickbooks Self-Employed for my small business. When I authorize the bank feed in QSE I then have to reauthorize the bank feed in Mint or my account does not sync. Then, I have to go back and reauthorize the bank feed in QSE. Basically, one or the other app is never in sync with my bank. I called my bank, they said there was nothing they could do.
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Rose-A
Moderator
Moderator
‎December 30, 2021 06:01 PM

Banking

A warm welcome to the Community, kate-z-graham.

 

 

You can sign in to your Mint account and export the transactions from there. Once done, you can follow the steps below to import them into QuickBooks:
 

  1. Sign in to QuickBooks Self-Employed.
  2. Select the Profile ⚙ icon and then Imports.
  3. Tap 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.

 

You can get more details about this process in this article: Move transactions from Mint to QuickBooks Self-Employed. On the same link, you'll find a write-up on how to categorize your statements.

 

I'm always around to lend a hand if you have more questions about QuickBooks or any bank-related concerns. Just tag my name in the comment section so I can assist you further. Take care and have a good one.

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Rose-A
Moderator
Moderator
‎January 01, 2022 11:33 PM

Banking

Hi, kate-z-graham.

 

Hope you're doing great. I wanted to see how everything is going about connecting Mint to QuickBooks. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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kate-z-graham
Level 1
‎January 02, 2022 11:06 AM

Banking

No, this did not fix my problem.  I'm not trying to connect Mint to Quickbooks.  I have a bank account that is synced with both Mint and Quickbooks Self-Employed.  When I authorize the bank feed with Mint, it disconnects from Quickbooks.  Then, which I reauthorize it in Quickbooks, it disconnects from Mint.  I have to continuously go back and forth reauthorizing the bank feed connection every time I switch between the two applications.

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MJoy_D
Moderator
Moderator
‎January 02, 2022 01:47 PM

Banking

Thank you for getting back to us and providing us with more details about the concern that you're having, @kate-z-graham.

 

To further check your QuickBooks Self-Employed (QBSE) account in a secure environment and isolate the error you're having when reauthorizing your connection and help you in resolving it, I suggest reaching out to our Customer Support team. 

 

Here's how to reach them:

 

  1. Go to the Assistant menu from the top bar.
  2. Enter Talk to a human and select I still need a human.
  3. You'll now be provided with support options that is available at that time.

 

You can check this article for more information about the different types of support we offer and their availability: Contact QuickBooks Self-Employed Support.

 

Here's more information on how to get your data from Mint and add it to QBSE: Move transactions from Mint to QuickBooks Self-Employed.

 

Stay in touch if you have additional concerns about your transactions by leaving a comment below. I'm always glad to help in any way I can.​ Have a great rest of the day.

 

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