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April 9, 2025
Question

how to connect to add credit card for expenses after you leave screen

  • April 9, 2025
  • 1 reply
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how to get back to connecting to credit card accounts

    1 reply

    CatinaT1
    April 9, 2025

     

    To automatically upload your business expenses to TurboTax, you can use the TurboTax Expense Monitor. Here’s how you can do it:

    1. Connect Your Financial Accounts: Link your bank accounts and credit cards to TurboTax. This allows TurboTax to import your transactions directly.
    2. Categorize Transactions: Once your transactions are imported, you can categorize them as business, personal, or split expenses.
    3. Import to TurboTax: At tax time, you can import these categorized expenses into your TurboTax return.

    You can get started with the TurboTax Expense Monitor here.

     

    Important points:

    • You can use the TurboTax Expense Monitor at the end of the year to import your business expenses. However, it's designed to be most effective when used throughout the year.
    •  By regularly connecting your financial accounts and categorizing transactions, you ensure that all expenses are accurately tracked and categorized, which can save you time and reduce errors at tax time1.
    • If you  use it only at the end of the year, make sure to review and categorize all your transactions carefully before importing them into TurboTax.
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