How do connect turbo to my chase credit card to identify expenses?

[m-bittner01]

How do I connect my chase credit card invoice to turbo tax to identify business expenses

[CatinaT1]

To automatically upload your business expenses to TurboTax, you can use the TurboTax Expense Monitor. Here’s how you can do it:

1. Connect Your Financial Accounts: Link your bank accounts and credit cards to TurboTax. This allows TurboTax to import your transactions directly.
2. Categorize Transactions: Once your transactions are imported, you can categorize them as business, personal, or split expenses.
3. Import to TurboTax: At tax time, you can import these categorized expenses into your TurboTax return.

You can get started with the TurboTax Expense Monitor here.

Important points:

• You can use the TurboTax Expense Monitor at the end of the year to import your business expenses. However, it's designed to be most effective when used throughout the year.
•  By regularly connecting your financial accounts and categorizing transactions, you ensure that all expenses are accurately tracked and categorized, which can save you time and reduce errors at tax time1.
• If you  use it only at the end of the year, make sure to review and categorize all your transactions carefully before importing them into TurboTax.