QuickBooks Online

Can I add my Neofinancial credit card to QuickBooks Online (Canada)?

Quickbooks says it supports over 20,000 providers but when I search for Neofinancial it is not listed so I can’t add it. Should I search for something else other than “Neofinancial” or does this card not work with QuickBooks.

Hi @Bobblehead, thank you for reaching out, and welcome to the community!

Just a few follow-up questions to better understand what you’re trying to do with QuickBooks:

  • I came across this page from QuickBooks that mentions expense tracking by linking a bank account. Were you trying to link your Neo account for that purpose?

If so, you can use our CSV download feature to export your transactions. You can filter by date and view your full transaction history, which you may be able to upload manually into QuickBooks (if supported).
Here’s how to download your CSV:

Web

  1. Log in to member.neofinancial.com
  2. Select Credit or Money from the left-hand menu
  3. Scroll down and click Download CSV

More info about this feature is available through our Help Centre here as well!

  • Or were you looking to add your Neo credit card to QuickBooks to make payments?

If you’re able to share some screenshots of what you’re seeing on your end and clarify what you’re hoping to accomplish a bit more, I’d be happy to look into it further for you.

Thanks again! :hugs:

Doing it manually is a hassle.

In QuickBooks you can search for virtually any bank or credit card, log in to your banking or credit card institution directly through QuickBooks and everything is updated, recorded and put into QuickBooks automatically.

NeoFinancial is missing from the list of over 20,000+ other credit cards and banks available.

Perhaps something NeoFinancial should contact QuickBooks about and form a partnership like every body else.

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Thank you for clarifying things, @Bobblehead! Totally get how this can be very useful, having that just work with a few clicks makes a big difference. I’ve passed this along to the team as an opportunity here, really appreciate you taking the time to share this with us! :blush:

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