WalletFeed

Upload Apple Card transactions to QuickBooks Online

You can put your Apple Card transactions in QuickBooks Online with a file that you upload. WalletFeed saves your Apple Card, Apple Cash and Savings transactions from your iPhone in one OFX file for each month, and you upload each file in QuickBooks Online.

Before you start

You must have these items:

WalletFeed is available only in the US. WalletFeed Pro is not necessary for Export CSV, which makes one CSV file (refer to Use a CSV file).

Files that QuickBooks Online can upload

Intuit gives these rules in Manually upload transactions into QuickBooks Online (updated August 24, 2026):

Select a file

For QuickBooks Online, use the OFX files from WalletFeed. Intuit gives OFX as a file type that QuickBooks Online can upload. This table shows the differences between the OFX files and the CSV files:

OFX file CSV file
Changes before you upload the file None You make a copy with only 3 columns.
Pending transactions Not in the file. A charge goes into the file after it posts. In the file
Transaction ID Each transaction has an ID. The ID stays the same each time that WalletFeed writes the file. In the WalletFeed ID column, which you delete in the copy
WalletFeed Pro Necessary Not necessary for Export CSV

Step 1: Add an OFX file in WalletFeed

  1. On your iPhone, open WalletFeed.

  2. Tap Destinations.

  3. Tap + at the top of the screen.

    The Destinations screen with no destinations and the + button at the top.

  4. In the Destinations search field, type OFX.

  5. Tap OFX File.

    If you do not have WalletFeed Pro, the WalletFeed Pro screen opens. After you get WalletFeed Pro, the Files screen opens.

  6. Make sure that Format is OFX.

    The Files screen with OFX in Format, Choose… in Folder and WalletFeed in Name.

  7. Tap Folder.

  8. Select a folder in iCloud Drive.

    Folder then shows the name of the folder.

  9. To use a different name for the files, type the name in Name.

    Each file name contains this name, the month and .ofx. For example, the file for October 2026 is WalletFeed 2026-10.ofx.

  10. Tap Add.

  11. When WalletFeed shows Save Transactions to Files?, tap Save.

    The message tells you the data that the folder receives from each posted transaction. It also gives the accounts and the period. If you tap Cancel, WalletFeed removes the new destination.

WalletFeed then writes one file for each month that has posted transactions.

Step 2: Keep only Apple Card transactions in the files

One OFX file has the transactions of each Wallet account that WalletFeed reads. In QuickBooks Online, you upload a file into one account. If WalletFeed reads only your Apple Card account, this step is not necessary.

  1. In Destinations, tap the destination, for example WalletFeed.

  2. Set the Filter switch to on.

  3. Tap Accounts.

  4. Select your Apple Card account.

  5. Tap the back button at the top of the screen.

  6. Tap Send History.

  7. Tap All.

    WalletFeed then writes the files again with only your Apple Card transactions.

Step 3: Upload a file in QuickBooks Online

Intuit gives these steps in Manually upload transactions into QuickBooks Online. The labels are from August 24, 2026.

  1. On your computer, open QuickBooks Online in a web browser.

  2. Click All apps › Accounting › Bank transactions.

  3. If QuickBooks shows a tile for your Apple Card account, click the tile.

  4. Click Link account.

    If your account in QuickBooks has no connection to online banking, click Upload from file or Or upload transactions manually. Then go to step 6.

  5. Click Upload from file.

  6. Click Drag and drop or select files.

  7. In the folder from Step 1, select the file for a month, for example WalletFeed 2026-10.ofx.

  8. Click Continue.

  9. In QuickBooks account, select the credit card account for your Apple Card.

    If you do not have this account, select Add New. The OFX file gives your Apple Card as a credit card account.

  10. Click Continue.

  11. If QuickBooks shows the columns of the file, select the QuickBooks field for each column.

  12. Click Continue.

  13. Select the transactions to upload.

  14. Click Continue.

  15. Click Yes.

  16. Click Done.

After the upload, Intuit tells you to match and categorize the transactions in Bank transactions.

Data in the OFX file

Data in the file From Wallet
Name The merchant name, or the description if Wallet has no merchant name. The file keeps the first 32 characters.
Amount The value of the transaction, for example -23.40. Purchases have a minus sign. Payments and refunds have no minus sign.
Posted date The date when the transaction posted.
Transaction date The date of the transaction in Wallet.
Memo The description and the card statement text, if they are different from the name. A value in a different currency is also in the memo.
Transaction ID The ID of the transaction in Wallet.
Account A statement for each Wallet account. Apple Card is a credit card account.

The file does not include the WalletFeed category or the balance of the account.

Changes to the files

While WalletFeed is open, the files receive changes in seconds. When WalletFeed is not open, iOS starts WalletFeed approximately 1 hour or less after a change in Wallet. If Background Sync is on in Settings › Sync, WalletFeed then updates the files.

If Background Sync is off, or if WalletFeed cannot open the folder at that time, the files change at these times:

WalletFeed puts each transaction in the file for the month of the transaction date. After a pending charge posts, WalletFeed adds it to the file for its month. Thus, a file can change after the end of its month. WalletFeed does not write declined charges to the files.

QuickBooks Online gets the changes only when you upload a file again. Intuit tells you to upload files that start after the newest transaction in QuickBooks (refer to Fix duplicate transactions in QuickBooks Online bank feeds). If a file has transactions that are in QuickBooks, QuickBooks can show a transaction two times.

To upload a file for a month again:

  1. Do steps 1 to 12 in Step 3.
  2. Select only the transactions that are not in QuickBooks.
  3. Do steps 14 to 16 in Step 3.

Send previous transactions

A new OFX File destination also receives previous transactions from the start date in Settings › Sync › Initial History. Initial History is All until you change it. With Send History, WalletFeed writes the files again for a period that you select.

  1. In WalletFeed, tap Destinations.

  2. Tap the destination, for example WalletFeed.

  3. Tap Send History.

  4. Tap 30 Days, 90 Days, 1 Year or All.

    WalletFeed then writes the file for each month in that period. For the first month, the file has only the transactions from the start of the period.

  5. In QuickBooks Online, upload only the files of the months that are not in QuickBooks.

Use a CSV file

Export CSV in WalletFeed makes one CSV file. WalletFeed Pro is not necessary for Export CSV. The file has 16 columns, and it also has pending transactions. Thus, you must change a copy of the file before you upload it.

  1. On your iPhone, open WalletFeed.

  2. Tap Settings (the gear button) at the top of the screen.

  3. In the Data section, tap Export CSV.

    The Settings screen with Export CSV in the Data section.

  4. Tap Range.

  5. Select a period, for example Last Month.

    The Export CSV screen with Range set to This Month, 29 transactions and the Export button.

  6. Tap Export.

  7. Tap Save to Files.

  8. Select a folder in iCloud Drive.

  9. Tap Save.

  10. On your computer, make a copy of the file.

  11. Open the copy in a spreadsheet app.

  12. Delete each row with a Status that is not booked.

    booked is the status of a posted transaction.

  13. Delete each row with an Account that is not Apple Card.

  14. Delete all the columns except Date, Merchant and Amount.

  15. Change the name of the Merchant column to Description.

  16. Save the copy as a CSV file.

  17. To upload the copy, do steps 1 to 10 in Step 3.

  18. When QuickBooks shows the columns, select Date, Description and Amount for the columns with these names.

  19. Make sure that the date format in QuickBooks agrees with the dates in the file, for example 2026-10-28.

  20. Do steps 12 to 16 in Step 3.

In the Amount column, a purchase has a minus sign. A payment or a refund has no minus sign.

With WalletFeed Pro, a CSV File destination updates a CSV file when your transactions change. Before each upload, you must then make the same changes in a copy of the file.

For the CSV formats, refer to Format CSV files in Excel to get bank transactions into QuickBooks.

Change or remove the destination

  1. In WalletFeed, tap Destinations.
  2. Tap the destination, for example WalletFeed.
  3. Make one of the changes in this table.
Change On the destination screen
Send only some transactions Set Filter to on. Then set Include, Minimum, Accounts, Categories or Exclude.
Use a different folder Tap Change Folder. Then select the folder.
Stop the changes to the files for a time Set Enabled to off.
Remove the destination Tap Delete. Then tap Delete again.

When you remove the destination, the files stay in the folder. WalletFeed does not change the transactions in QuickBooks.

If there is a problem

If the folder has no OFX file

WalletFeed writes a file only for a month that has posted transactions.

  1. In WalletFeed, tap Destinations.

  2. Tap the destination.

  3. Tap Send Test.

    The folder then gets WalletFeed Test.ofx with a sample transaction. If this file is in the folder, WalletFeed can write files in the folder.

  4. Do not upload WalletFeed Test.ofx into QuickBooks.

If QuickBooks shows "The uploaded file is of a different type than these accounts."

The account that you selected has a different type from the account in the file. For example, the file has an Apple Card credit card account, and you selected a checking account.

  1. Click Cancel.
  2. Select the credit card account for your Apple Card.
  3. If the file also has Apple Cash or Savings transactions, do Step 2.

If QuickBooks shows a transaction two times

You uploaded a transaction that was in QuickBooks. Intuit gives these steps in Exclude duplicate transactions in QuickBooks Online:

  1. Click All apps › Accounting › Bank transactions.

  2. In the For review tab, select the checkbox for each copy.

  3. Click Exclude.

    QuickBooks moves the transactions to the Excluded tab.

If the copy is not in For review, refer to Fix duplicate transactions in QuickBooks Online bank feeds.

If a pending charge is not in QuickBooks

An OFX file has only posted transactions.

  1. After the charge posts in Wallet, upload the file for that month again.
  2. Select only the new transaction (refer to Changes to the files).

If QuickBooks shows an error message for a CSV file

Intuit gives these corrections in Format CSV files in Excel to get bank transactions into QuickBooks:

  1. In the copy, change the dates in the Date column to the dd/mm/yyyy format.

    Intuit recommends this format.

  2. Delete the numbers in the cells of the Description column.

  3. If you use a Mac, save the copy as a Windows CSV file.

  4. Upload the copy again.

If QuickBooks does not upload the OFX file

  1. Make sure that the file is 350 KB or less.
  2. Make sure that you selected a credit card account in QuickBooks account.
  3. If QuickBooks does not upload the file, use a CSV file (refer to Use a CSV file).

If the destination shows "Can't open the folder. Choose it again."

WalletFeed cannot open the folder that the destination uses.

  1. In Destinations, tap the destination.
  2. Tap Change Folder.
  3. Select the folder again.

If Destinations shows "Sync Requires Pro"

You do not have WalletFeed Pro at this time. WalletFeed keeps the destination, but it does not write the files.

  1. In Destinations, tap Upgrade.
  2. Get a plan, or tap Restore Purchases.

Updated October 31, 2026