Xero-connected companies
If your company's connected to Xero, the completed Apron Card transactions are posted to Xero automatically.
They appear under the 'Apron Wallet' bank account in Xero, similar to any other bank account, which is created automatically when the first card is issued.
Don't see your Apron Card transactions in Xero?
You may need to reconnect to Xero to enable automatic posting of transactions to Xero. This only needs to be done once. Here's how:
Go to the 'Expenses' tab on the desktop.
Click 'Sync transactions'.
The sync needs to be done by the person who owns the Xero connection with Apron – if it is not you, we'll show who this is during the reconnect flow.
QuickBooks-connected companies
If your company's connected to QuickBooks, you can export your Apron Card transactions to CSV and upload them to QuickBooks for reconciliation.
When the first card is issued, Apron automatically creates an 'Apron Wallet' account in your QuickBooks chart of accounts.
To get your transactions into QuickBooks:
Go to the 'Expenses' tab on the desktop.
Click on the 'Export' button in the top-right corner of the screen to export your transactions as a CSV file.
Open QuickBooks and go to the 'Bank transactions' section to manually upload transactions into QuickBooks Online. Refer to this article from QuickBooks for more details.
The transactions will then be ready for reconciliation.
Companies not yet connected to Xero or QuickBooks
You can still view and export your Apron Card transactions to CSV, even if your company isn't connected to Xero or QuickBooks.
Go to the 'Expenses' tab on the desktop to view all the card transactions.
Click on the 'Export' button in the top-right corner of the screen to download them.
Need help?
If you're not sure how to connect your account or sync your data, we're here to help. Reach out to our team via chat or email ([email protected]), and we'll guide you through the steps.