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userstevedalal
Level 2

Since QBSE doesn’t support linking an Apple Card, I tried importing transactions from a CSV. Transaction appear under a “cash” account. What should I do?

 
7 Comments 7
ReyJohn_D
Moderator

Since QBSE doesn’t support linking an Apple Card, I tried importing transactions from a CSV. Transaction appear under a “cash” account. What should I do?

Hi there, @userstevedalal.

I'd love to help you with your concern. However, I need more details to tailor my answers better. May I know if you want to categorize your uploaded transactions or you'll want to exclude them since they're in the incorrect account (cash)?

Please let me know in the comment section so I can assist you further. I'm looking forward to your response soon!

userstevedalal
Level 2

Since QBSE doesn’t support linking an Apple Card, I tried importing transactions from a CSV. Transaction appear under a “cash” account. What should I do?

Yes, I would like to categorize all the transactions as the Apple Card is my dedicated business credit card. I’ve categorized one of the transactions, but it still shows as a “cash” transaction. How do I specify a CSV import as part a specific credit card or bank account?

MJoy_D
Moderator

Since QBSE doesn’t support linking an Apple Card, I tried importing transactions from a CSV. Transaction appear under a “cash” account. What should I do?

Thank you for getting back to us and providing us more details about the concern you're having, @userstevedalal.

 

If you've imported those transactions under Cash account, that will show as one even after you categorize the transaction. It will only show as a Credit Card or a Bank transaction if you've imported it under that account. Check the screenshot below:import csv.JPG

 

Since Apple Card is still unsupported in QuickBooks Self-Employed (QBSE), you can import those transactions under Cash Account. No need to worry about your federal estimated tax, accounts won't affect those calculations. 

 

Check this article for more information: Manually import transactions into QuickBooks Self-Employed.

 

Here's more information on how to manually add transactions in QuickBooks Self-Employed. This article will also guide you on how to categorize transactions in QuickBooks Self-Employed.

 

I’m always here if still have questions with importing transactions in QBSE. Let me know in the Reply section below. Take care and have a great rest of the day!

userstevedalal
Level 2

Since QBSE doesn’t support linking an Apple Card, I tried importing transactions from a CSV. Transaction appear under a “cash” account. What should I do?

Thank you. So just to be clear, any bank or credit card not supported by QBSE will need to have its transactions imported into the “cash” account?

 

This seems like way too much work. If I just add my receipts for business transactions (either by taking a picture or forwarding a receipt email to [email address removed]), is there any reason to import transactions from my Apple Credit card account?

Catherine_B
QuickBooks Team

Since QBSE doesn’t support linking an Apple Card, I tried importing transactions from a CSV. Transaction appear under a “cash” account. What should I do?

Yes, that's right, userstevedalal.

 

You can import cash transactions from your own spreadsheet or from banks that aren't connected to QuickBooks Self-Employed. We have the Receipt forwarding feature that scans the images and enters the details for you and enters multiple receipts all at once.

 

To set up the feature, you can use this link: Forward receipt images to QuickBooks Self-Employed. Once you have your receipts and transaction manually imported into the system, you can categorize them. 

 

Let me know if you have other questions. Take care!

YvesDarbouze
Level 1

Since QBSE doesn’t support linking an Apple Card, I tried importing transactions from a CSV. Transaction appear under a “cash” account. What should I do?

This is a horrible response.  The Credit Card is popular and I don't have time to do this work around.  I paid for QB to do this very job and it does not.  That's unsatisfactory,  

numbersmakemeinsane
Level 1

Since QBSE doesn’t support linking an Apple Card, I tried importing transactions from a CSV. Transaction appear under a “cash” account. What should I do?

They don't even support their own credit cards or banks through CreditKarma. It's weird.

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