Payments
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:
- On the Transactions page, click the arrow icon beside Connect account.
- Choose Import transactions.
- Click the Import transactions hyperlink in the bottom part.
- Browse for the CSV file you've downloaded from Apple Card.
- 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:
- Handle duplicate transactions in QuickBooks Self-Employed.
- Split transactions in QuickBooks Self-Employed
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.
