Good morning, drjimharris.
I can help you in bringing in your Apple Card charges to your QuickBooks account.
Currently, the option to connect Apple Card to QBSE is unavailable. I'll take this as feedback and share this with our product developers. This way, it might be given a chance to be added to our product updates. For now, we can manually upload your bank transactions via CSV file. We can start by signing into Apple's website and follow the on-screen instructions on how to download them.
Once done, you can follow these steps in importing your credit card transactions:
- Log into your QBSE account.
- Click the Gear ⚙ icon.
- Select Imports.
- Choose the appropriate account you want to add the transactions into.
- Click Browse and find the CSV file you downloaded from your bank.
- Select the file, then click Open.
- Hit Continue to complete the process.
If you want to check if there are any duplicate transactions, you can follow these steps:
- In your QBSE account, go to Transactions.
- Select the appropriate account from the Account: All drop-down menu.
- Select All from the Date drop-down menu, then check the transactions.
- Delete the duplicates (if there's any).
Check out this article that will guide you in keeping your financial records accurate: Categorize and edit transactions in QuickBooks Self-Employed.
Reach out to me again if you have any other concerns or require further assistance in managing your credit card transactions. I'll be right here to keep helping.
