How to connect Apple Card?

Thank you for the reply and guidance. 

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!

How is it that the option to add the Apple Card is available with Mint, but not QBO? Three years later and still not proper solution. 

Hi there, @Craig_B.

I'm glad to offer my assistance with connecting your Apple card. Currently, the connection between QuickBooks Self-Employed and Apple card is unavailable. However, you can import your transactions using a CSV file.

Here's how:

1. Press the Gear icon in the upper right corner.
2. Choose Imports.
3. Select the import transactions link in the middle of the screen.
4. Browse the CSV file on your computer.
5. Click Import.

I'm adding this article for more details: Import transactions from other sources.

Aside from that, ensure we properly categorize the transactions so it'll post to the correct categories.

Don't hesitate to revisit us with all of your QuickBooks-related concerns and questions. The Community is always here to help you succeed.

Exactly the same frustration here!  I must check in here monthly to see if there is any integration, or solution to this issue.  If I can link Apple Card via Intuit Mint there is no reason it is not available in QBSE.  The workaround is time consuming and clunky, especially considering the extra time involved to change the debits to credits and visa versa due to how Apple Card transactions are listed.  I solely use Apple Card for business expenses and this is pretty ridiculous and unacceptable. 

Much Needed Update!!

I find it comical that no one has yet to even mention the fact that these steps are incomplete and do not even reflect how the online site works.

First of all, you cannot just import from any bank or .csv file. You have to import the Apple Card transactions (or any other non supported bank) into an existing connected bank account. Which is just plain irresponsible for any accounting software to require. If you do choose to import the files into say the general Cash account, all of the transactions will show incorrectly as it will think credit card transactions are deposits and vice versa since generally credit card companies do not minus a purchase and plus a payment made.

Secondly, the request has been made for years now for this integration, why has this still not happened? It was super easy and possible to do with Intuit Mint but of course you decided that having such a great budgeting software that was free was just not worth supporting any more and are now closing that system down. (BTW, Credit Karma doesn't have half the capabilities that Mint did so i'm not sure why you keep pushing to use that in its place). 

Can we please get some UPDATED procedures on how to import these transactions without all the headache? The step I'm specifically referring to is "3. Click the Import transactions hyperlink in the bottom part." <--That little message and hyperlink at the bottom no longer exists. 

I understand the importance of importing your Apple card transactions to manage them in your QuickBooks account, @hansam. Let me help you so you can import them successfully into the program.

The steps provided by my colleague are updated, and you can still use it to import your transactions. Since you mentioned that the Import transaction hyperlink doesn't exist on your end, I recommend performing some troubleshooting steps to see if the issue is within your browser. Please know that cache-induced browsers affect the program's performance and might affect the features you see on your screen. First, you can start by accessing your account in an incognito or private browser. You can refer to these shortcut keys below:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

You can follow the steps to import the transactions and check if you see the hyperlink. If it works, you can clear your browser's cache to eliminate unnecessary cache to fix your browser. Just a heads up, the clearing cache hyperlink that I've shared is a QuickBooks Online article. However, you can still use it for your program. 

You're always welcome to reach back if you need further assistance importing transactions or have any QuickBooks-related concerns and queries. We'll be here 24/7 and ready to help. 

The Hyperlink is not available at the bottom of the screen anymore. I see the previous writer also stated this and you told him to clear his cache or browse privately and I tried both and it made no difference. I can only add earlier transactions as cash, already linked accounts or a link to add Amazon orders. Please help.

We can see the urgency of getting your banking issue resolved, JG1616. We'll route you to the next best help to address this promptly.

We recommend contacting our Customer Care team to investigate why you're unable to access the Import transactions hyperlink in the Import transactions page in QuickBooks Self-Employed (QBSE) and get this fixed in no time. Here's how:

1. Go to Help (?) and select Contact Us. If you’re using the QBSE app, tap the + button and select Ask QB Assistant.
2. Enter “talk to a human”, then select Continue.
3. Select which way you want to connect: Have us call you - Get a call from a support expert or Chat with us - Start a conversation with a support expert.

Once you've imported your transactions, categorize them to ensure they are placed on the correct line of your Schedule C.

Please let us know if you have other banking concerns and questions about managing self-employed transactions in QuickBooks. The Community is always right here to help you anytime. 

Almost a year later (four years in total) and still no solution. Why? 

This is crazy. We're in 2024 and QuickBooks still hasn't added Apple Card. As a business owner, I don't have time to be exporting/importing CSV files. That's what we pay Intuit for - seamless integration with financial institutions. Fix this.

What's the solution for every transaction appearing as a credit rather than what it actually is, a debit? Do I have to import the CSV as "cash?" Why can't I just create a virtual account and name it "Apple Card" so I can at least keep it organized while I manually do the tasks that I pay QBSE to do? 

Hi there, oneiric27.

Let me provide insights on how importing bank or credit card transactions works in QuickBooks Self-Employed. I'll also ensure you can manage them efficiently and send feedback so your suggestion is forwarded to the Product Development Team.

The transactions are classified as credit or debit depending on your CSV format. Since the entry appears as a credit instead of a debit, the best solution to fix it is to reimport the entries and make sure to properly order them in your CSV. Before doing so, exclude the imported data first to avoid duplicate ones. 

Then, you can refer to this article for detailed guidelines on how to accurately format the data in the CSV: Format CSV files in Excel to get bank transactions into QuickBooks.

On the other hand, importing your data as Cash is determined by the type of your entries and the description associated with them. If the transaction is intended for cash, select that option in the CSV; otherwise, enter expenses as needed.

Then, please know that we are committed to providing a reliable and efficient platform that meets your needs. I recommend submitting feedback about having the ability to create a virtual account and name it "Apple Card". This recommendation is sent to our engineer for consideration in future updates.

Here's how: 

1. Click the Assistant.
2. Enter Send feedback from the chatbox.
3. Tap on Add a feature and enter your suggestion. 
4. Once done, click Yes.

In case you need steps on how you can manually enter sales income and expenses within QBSE, you can read this article: Manually add transactions in QuickBooks Self-Employed.

Just click the Reply button below if you have some follow-up questions about managing your transaction in QBSE. I'd be glad to help you some more, oneiric27. Take care.