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Karat easily connects to your payment stack and accounting tools to help you streamline operations. Follow the steps below to integrate Karat with QuickBooks Online.
  1. Log in to QuickBooks Online.
    • On the left panel, select “Accounting”
    • Then, select “Bank transactions” at the top
    • Click “Link account”
  2. In the search box, enter “Karat” and select “Karat Financial” to continue.
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    Click “Sign in” and provide your Karat account login credentials or sign in with Google.
    In order to connect to QuickBooks, you must have admin permissions in the Karat account you are looking to connect.
  3. Select the Karat accounts you’d like to share with QuickBooks, and click Connect selected accounts.
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    If you belong to multiple organizations, you will be asked to “select which organization” you want to connect. Choose the organization whose accounts you’d like to share with QuickBooks, then continue. Tip: We suggest you select “All current and future Karat accounts” to ensure that you share all account details with QuickBooks even if you later open new accounts with Karat.
  4. Confirm you’d like to share permissions and all Karat accounts are visible and the correct types before continuing.
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  5. Choose the date range to pull in your Karat transactions (up to 24 months), and click “Connect”. Karat Banking Checking and ATP Checking accounts are “checking” account types. Karat Card is a “charge card” account type.
  6. Wait for the import to finish. A loading screen appears while your Karat transactions import into QuickBooks.
Your Karat transactions are in QuickBooks. Navigate to Bookkeeping > Transactions > Banking on QuickBooks to see all your transactions. Karat is a fintech company, not an FDIC-insured bank. Banking and Card services provided by Grasshopper Bank, N.A., First Internet Bank of Indiana, and Cross River Bank, Members FDIC.