It's apparent that the people developing this software have no real-world financial experience, nor have they talked with their users or done any usability studies.īottom line: You get what you pay for (I knew it was too good to be true). seriously? This completely negates the reason for having separate accounts in the first place, not to mention that our IRA accounts MUST be separate according to government regulations! Mint support suggested linking them at the bank. Apparently, since our separate accounts use the same financial institution and therefore the same URL login, even though our user names and passwords are different, Mint will not link the second account only one instance of the URL login allowed! Note that both Quicken and Personal Capital allow more than one account to link from the same bank. Follow the steps to categorize them so they show up in the correct accounts.My husband and I have separate accounts, and when I tried to link the second one, it would not link. Now your Mint transactions are in QuickBooks Self-Employed. Step 3: Categorize the imported transactions QuickBooks can't estimate taxes for transactions older than 2014. Note: Only import transactions after January 1, 2014.

Follow the on-screen steps to upload the file.

Select Browse and then select the 'transactions.csv' file you downloaded from Mint.

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.

Select the You can import transactions link.

Select the profile ⚙ icon and then Imports.

Step 2: Import transactions into QuickBooks Self-Employed

Download and save the file somewhere you can easily find it, like your desktop.Select the Export all transactions link.

Scroll to the bottom of the Transactions page.Here's how to get your transactions into a CSV file and upload it into QuickBooks. Learn how to get your data from Mint. We recommend following these steps in a web browser.ĭo 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.

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