@Catherine_B wrote:
Hi katine,
As of now, we're unable to connect an Apple card in QuickBooks Self-Employed. You can add transactions manually through a CSV file. You can log in to your Apple Card website and download transactions from there into a CSV file format. Then, follow these steps on how to import your transactions into the system:
Let me show you how:
- Log in to https://selfemployed.intuit.com/.
- Click the gear icon and click Imports.
- Select the import transactions link at the bottom of the table.
- Click Browse and open the CSV file you've downloaded from the bank.
- Match the column name to the data under it.
- Click Continue and wait until the file successfully imports.
- Then, Done.
For more details, you can click this link: Manually import transactions into QuickBooks Self-Employed.
After the import is done, you can go to the Transactions page where you can review and categorize your transactions. I'll also add an article that will help identify which category the transaction belongs to. See Schedule C and expense categories in QuickBooks Self-Employed.
Please don't hesitate to mention me in your reply or post if there's anything else that you need assistance with. Take care and stay safe!
Hi Catherine_B,
I'm afraid I can't see how the procedure you've described here can possibly work.
If I click the gear icon and click Imports, I'm given the option to import transactions ONLY into accounts that already exist. There's no standalone "import transactions link at the bottom of the table."
It makes no sense to import my Apple Card transactions into an account that I've already set up to automatically download transactions from another back or credit card.
I thought I could create a dummy account and import Apple Card transactions into that, but I can't do that either. If I click the gear icon and select "Bank accounts," I can create a new account only by linking to an actual bank or credit provider.
Perhaps I'm missing something—if so, please elaborate! But I suspect the whole Import Transactions page has changed since you wrote this procedure, and now those of us who use Apple Card are stuck.
