turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

seanjay1
New Member

How do I connect turbotax to wells fargo to import business expenses?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

How do I connect turbotax to wells fargo to import business expenses?

You don't say if the Wells Fargo account is an investmenyt account.  If it is, it wouldn't have any of your business expenses. Generally business expenses can only be imported from Quick Books, or entered manually.

CatinaT1
Employee Tax Expert

How do I connect turbotax to wells fargo to import business expenses?

Here is how to find and use the bank link feature for your 2025 return.

 

The link option typically appears after you have finished entering your business income.

  • Go to Wages & Income and select Self-Employment Income and Expenses.
  • Click Edit/Review next to your business.
  • Continue through the screens until you reach the "Your [Business Name] info" summary page.
  • Scroll down to the Expenses section. Look for a blue button or link that says "Connect My Accounts" or "Import Expense Transactions."

If you already started entering expenses manually or if the business was imported from last year, the "Connect" button might not be there. To get around this you can:

  • Create a "dummy" business.
  • Select Add another line of work.
  • Give it a temporary name and enter $1 of income.
  • When you move to the Expenses section for this new work, the "Connect Accounts" button should reappear.
  • Once you import your transactions and categorize them, you can move them to your "real" business and delete the dummy one.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question