Let's get Karat integrated with QuickBooks Self-Employed. Watch or read the how-to below, or jump to more details about QuickBooks Self-Employed.
Watch the how-to:
Read the how-to:
Select the profile ⚙ icon at the top right and then select Connect Bank. If you've already connected an account before, select Connect another account.
In the search box, enter “Karat” and select Karat Financial to continue.
Enter your Karat sign-in info and select Connect.
Important: You must have admin permissions in the Karat account you are trying to connect. To check and make changes to permissions, contact the Karat support team.
Confirm that you see your account and select Continue.
If you are prompted to categorize an expense, just select Skip this for now.
You should now be in your Home screen. To the right of the screen, select Transactions and you should now see your Karat transactions up to the last 3 months. If you have multiple bank feeds connected, you can filter by Account > Karat Financial
More details about QuickBooks Self-Employed
QuickBooks Self-Employed is primarily for freelancers, independent contractors, and service-based entrepreneurs with no employees or inventory who file a Schedule C (i.e., sole proprietorships and single member LLCs). Features are limited to separating between business and personal expenses, basic invoicing, tracking mileage, and keeping images of expense receipts.
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