Select Bookkeeping on the left side menu and select Transactions. Then under the Banking tab select Connect account.
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In the search box, enter “Karat” and select Karat Financial to continue.
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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.
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Confirm that you see your account and select Credit card as the account type from the dropdown menu.
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Then select a date or enter a custom date for how far back you want to pull transactions (you can pull up to the last 24 months of transactions). Select Continue.
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You should now be back in the Bookkeeping > Transactions > Banking screen where you should be able to see all of your Karat transactions ready to be categorized. Notice that this version of Quickbooks will “suggest” categories for you so that all you have to do is review and select Confirm.
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