printing transaction statements in quickbooks for mac

Printing Transaction Statements In Quickbooks How To Edit Exported
Printing Transaction Statements In Quickbooks Software Or Infrastructure

I got an Apple Card to finance my new MacBook Pro not realizing that I would not be able to automate Quicken downloads with this lame card.

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Apple started to rectify that glaring lapse at the beginning of the year by adding the capability to export transaction data in CSV (Comma Separated Values) format (see Apple Card (Finally) Gains CSV Statement Export, 23 January 2020).

In February 2020, Apple added support for OFX (Open Financial Exchange) format.

Printing Transaction Statements In Quickbooks How To Edit Exported

It was a somewhat troubled release, with TidBITS Talk participants trading tips on how to edit exported files to get them to import properly into various apps.

Apple worked out the kinks over the next few months, and the complaints died down.

The easiest ways to get them to your Mac are probably AirDrop (your Mac might be an AirDrop shortcut at the top of the share sheet), which will send the exported file to your Downloads folder, or Save to Files (pick a location in iCloud Drive).

In Step 4 above, instead of tapping Export Transactions, tap Download PDF Statement.

Other common requests include the capability to download transaction data without waiting for a statement and support for other countries.

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You Can Now Export Apple Card Statements to Quicken and QuickBooks.

So Apple Card is a little more tempting now, but still not great.

My wife charges as much on our American Express as I charge on the Apple Card.

I guess I can live with only adding the transactions once a month since I can see them daily or oftener on the iPhone.

Since I had done that previously it went to the correct folder in dropbox when I downloaded the QFX file.

That being said I dont understand the reluctance to allow downloads as desired.

Some of use on line services and the Apple Card doesnt work with those at all.

Once a month is not frequent enough to properly track spending.

Woo hoo Many caveats, as have been mentioned, but it basically works.

There is a first-time setup where Quicken will prompt you to link the new source to an existing account (or set up a new one), and its not obvious it is talking about the Apple Card, but since thats the only new source its easy enough to deduce.

My guess is that it has to do with their really odd decision to have Goldman Sachs as the issuing bank.

Printing Transaction Statements In Quickbooks Software Or Infrastructure

GS only started dabbling in the Consumer Banking market a few years ago, and they likely just didnt have the software or infrastructure in place to interface with Quicken and the like.

In that case, all I can say is, Oink (I know Guinea pigs arent pigs.

Printing Transaction Statements In Quickbooks For Mac