Two different reps with Intuit have said only a bank account can be synced. This is frustrating as we are manually entering hundreds of individual credit card transactions weekly.
Credit card transactions can actually sync to QuickBooks Self-Employed (QBSE), Aklo. I understand how inconvenient it can be to receive conflicting information. I'll show you how to achieve it, helping you minimize manual entry.
You can connect a business credit card to QBSE through the Bank Transactions page. Here's how:
1. Go to your Profile, then select Connect Bank.
2. Enter your bank's URL or select it from the list.
3. Follow the prompts to link your credit card account.
You can also go to your Transactions page, click Add transaction, then choose Add bank account.
Once linked, the program will automatically download transactions for you, making it easier to categorize them. Also, keep in mind that the ability to sync depends on whether your financial institution allows data sharing.
If you encounter any issues during this process or require additional assistance, please don’t hesitate to contact us. We’re always here to help.
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