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April 15, 2023
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How to connect Apple Card?

  • April 15, 2023
  • 1 reply
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Hello, 

 

Is there a way to connect Apple Card to QuickBooks? If not, when can we expect one? I've searched the QB forums and haven't found a viable solution; I've only seen requests and advice on how to import. However, unless I've missed the option, I haven't been able to find a way to connect Apple Card, and the import option doesn't seem to be possible without being able to associate it with that account, i.e., Apple Card transactions to Apple Card. 

Best answer by MichelleBh

You're correct that requesting a connection to our engineers and importing a CSV is the closest workaround, @WhtSqrl20xx. I'll share the steps to import your Apple Card transactions even if it's not connected to QuickBooks Self-Employed (QBSE). 

 

The option to connect the Apple Card account to QBSE is currently unavailable. And we don't have a specific time frame for when this will be available in the system. But no worries, I have a workaround to help you add the data to your account. 

 

First, please manually upload your Apple card data through a CSV file. We can start by going to Apple's website and signing in. From there, we can follow the steps on the screen to download it. You can reach their support if you need further guidance with this. 

 

Once done, you can follow the steps below:

 

  1. On the Transactions page, click the arrow icon beside Connect account.
  2. Choose Import transactions.
  3. Click the Import transactions hyperlink in the bottom part.
  4. Browse for the CSV file you've downloaded from Apple Card. 
  5. Hit Continue and follow the on-screen instructions.  

 

For more details about the process, visit this link: Manually import transactions into QuickBooks Self-Employed.

 

After importing them, you can start categorizing your transactions to ensure there are no duplicates. 

 

Also, read the pieces below to find out how to deal with duplicates and split transactions:

 

 

I'll offer assistance again if you have other concerns with QBSE. You can add your replies at the bottom, and I'll get back to you, WhtSqrl20xx. Keep safe always.

1 reply

MichelleBh
April 15, 2023

You're correct that requesting a connection to our engineers and importing a CSV is the closest workaround, @WhtSqrl20xx. I'll share the steps to import your Apple Card transactions even if it's not connected to QuickBooks Self-Employed (QBSE). 

 

The option to connect the Apple Card account to QBSE is currently unavailable. And we don't have a specific time frame for when this will be available in the system. But no worries, I have a workaround to help you add the data to your account. 

 

First, please manually upload your Apple card data through a CSV file. We can start by going to Apple's website and signing in. From there, we can follow the steps on the screen to download it. You can reach their support if you need further guidance with this. 

 

Once done, you can follow the steps below:

 

  1. On the Transactions page, click the arrow icon beside Connect account.
  2. Choose Import transactions.
  3. Click the Import transactions hyperlink in the bottom part.
  4. Browse for the CSV file you've downloaded from Apple Card. 
  5. Hit Continue and follow the on-screen instructions.  

 

For more details about the process, visit this link: Manually import transactions into QuickBooks Self-Employed.

 

After importing them, you can start categorizing your transactions to ensure there are no duplicates. 

 

Also, read the pieces below to find out how to deal with duplicates and split transactions:

 

 

I'll offer assistance again if you have other concerns with QBSE. You can add your replies at the bottom, and I'll get back to you, WhtSqrl20xx. Keep safe always.

April 17, 2023

Thank you for the reply and guidance. 

April 17, 2023

You're much welcome, WhtSqrl20xx.

 

We're delighted to hear that the resolution provided by my colleague above was able to resolve and assist you with your bank connectivity.

 

You're always welcome to get back in this forum if you require additional assistance doing other QuickBooks tasks. We'll always be here, willing to help. Take care!