Connect Your Card To QuickBooks

You can connect your card to QuickBooks to automatically sync transactions and simplify bookkeeping. 

Once connected, your card activity will appear directly in your QuickBooks account.

What you can do

When your card is connected to QuickBooks, you can:

• Automatically import transactions from your card.
• Reconcile expenses faster with up-to-date transaction data.
• Reduce manual entry and bookkeeping errors.
• Track spending across your business in one place.

How to connect your card to QuickBooks

Follow these steps to link your card to QuickBooks:

1. Sign in to your QuickBooks account.
2. Go to Transactions, then select Bank Transactions.
   1. Select Link Account.
3. In the search field, enter Affiniti.
   1. Select Affiniti from the list.
4. Choose your Business Mastercard program.
5. Log in to your Affiniti account when prompted.
6. Select the starting date for the transactions you want to import.

Once complete, your transactions will begin syncing automatically.

Things to keep in mind

• Our QuickBooks integration works for both QuickBooks Online and QuickBooks Enterprise/Desktop
• Changes made in QuickBooks do not affect your Affiniti account.

Need more help?

If you’re having trouble connecting your card or don’t see transactions syncing, contact our support team at support@affiniti.finance or give us a call at +1 840-420-8405 and we’ll take a look.