There is hardly any difficulty in obtaining Mint.com transactions for our product. All you need to do is to initially send your transactions from Mint as a CSV file and subsequently proceed to Transactions page in our product and procure the file.

Steps to Export Your Transactions from Mint:

  • Log on to your Mint account
  • Click the link Transactions
  • Move to the bottom of the displayed page
  • Click the link Export all [#] transactions to download a file called transaction.cvs.

 

Steps to Procure Your Transactions for Your Product:

  • Log on to your Quickbooks Self-Employed account
  • Click Gear
  • Go to the dropdown menu to click Import
  • Go to the bottom left of the page to click the link Import transactions from other sources
  • Select the cvs file downloaded from from Mint and subsequently abide by the instructions to proceed further.

 

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