How do i download american express transactions into quickbooks

Select the option Security and privacy. After that, click on Manage Partner Permissions. Then click on the Intuit option to expand the section.

You have to click on the Disconnect option to stop the connection. Then again connect it with the procedure mentioned above for reconnecting the accounts. The account that you connect is not connected completely in QuickBooks account. This happens when the internet connection suddenly not working or have some issues.

Your American Express account is already connected to another QuickBooks account. As the American Express accounts can connect to one QuickBooks account at a time. After connecting the accounts, the transactions got synchronized every day into the QuickBooks account. So if some data is missing then wait for 10 business days as it takes this much time to transfer it.

The information to provide is the amount, transaction ID, date processed, etc. First, you need to click on Banking from the left menu bar and then review all the applicable transactions. You need to ensure that all the data is correct, after that, you can put checkmark on the boxes to the left of the transactions that you wish to add.

After that click on batch actions and choose Accept selected option. And your American Express transactions will be recorded in QuickBooks. First, click on New plus icon and then select Pay down credit card under money out in Business view and under Other in Accountant view. Now you can select the credit card that you wish to make the payment for, enter the payment amount, date of payment. After that, you need to select the bank account that you paid the credit card. In case, you paid through check, enter the check number else EFT number in case you paid electronically.

Add notes or attach attachment as your wish and as required and then click on Memo and transactions and follow the on-screen steps and then click on save and close. First, go to settings and then click on reconcile. Now choose the credit card account, enter the missing transactions, adjust the incorrect transactions manually.

Once the difference between both the QuickBooks and account statement is zero, click on start reconciling. And on the next screen, you will have to put a check mark against the transactions that are matching with statement as cleared. Let me know how the call goes. I am really hoping you can help me out! We created the "parent" account and 3 sub accounts 1 for each CC and 1 for payments We have 2 credit cards and I am trying to confirm the auto feed is set up correctly and determine how to apply the credit card payments to the I think I am pretty close to having the set up complete, however, the balances are not matching and I believe we also have duplicate transactions listed.

I would appreciate any help and guidance you could provide on how to resolve these issues. Thank you for your help!! I could still use some help with this if at all possible. When I first tried to hook up my credit card with multiple accounts I must have just rolled all of the accounts into one and now it will not let me separate them.

This is the message I get " The account, Discover Credit Card:Nancy , has a parent account that is already connected to an account at one of your banks" What can I do to correct this problem? Hi there, beyondbookeeping. When you try to separate the incorrect sub-account from the parent account, did you choose a different parent account?

If so, then that would be the reason why you're getting the error. To fix this, you just need to uncheck the Is sub-account checkbox to separate the sub-account and click Save and Close. Then, if you need to transfer it to a different parent account, edit it again and select the Is sub-account checkbox, then hit Save and Close. That should do it. Please keep in touch if you need further assistance with this, or if there's anything else I can do for you. Have a good one! I did not quite follow what you were telling me but this is what I had done.

When I connected my Discover Credit Card with three different account numbers to Quickbooks Online it rolls them all into one. I set up the sub accounts as shown and tried it again and it still rolled them all into one. Is there anyway to separate them out? In Quickbooks Online it looks to me like there are the options of only 3 or 4 columns of information which are Date, Description and Amount with one column or Amount in two columns.

Am I doing something wrong or is there something else I can do to correct this? Hello, beyondbookeeping. Let me lend a hand in connecting your Discover Credit Card and provide you additional information about CSV file format. Before connecting to Online Banking, you need to know how your bank sends the downloaded transactions. If the transactions download to one account, connect only the parent account. If the transactions download to the individual accounts, connect the subaccounts and not the parent account.

Keep me posted if there's anything else I can help you with connecting multiple credit cards and CSV file. I'm always here to help you out. Hello there, olgavolk. Since you have credit card payments that is booked to the master credit card, you'll need to disconnect the sub accounts and make sure you are connecting the parent account for Online Banking.

Keep me posted on how it goes. I'm still here whenever you need help while working with Online Banking in QuickBooks. I have 4 Chase credit cards. One of them is a main card with 3 other ones being sub accounts employees cards. If I connect the master card as a parent account, than i am not able to connect the sub accounts, and vice versa. I spoke to the qb rep yesterday and was told to add all the cards as subaccounts. Question is how do I book the payments in that case? Hi there.

I have some confusion on the Amex as well. We have two company Amex cards which we linked. However each card has an additional cardmember and those transactions are not showing up. Is that what you mean by only one account can link to QBO? I appreciate the details you've given, olgavolk.

I'm here to help share some clarifications on how you can book payments into the credit cards sub-accounts in QuickBooks Online. When recording payments for credit cards with sub-accounts, if the payment is for the specific sub-account, then you can select the said account.

However, if the payment is for the entire account, then you can select the parent account. To reconcile the accounts you can just look for the account that you've used and match it with the transactions that you've created.

To guide you with this process, please refer to this article: How to reconcile accounts. To find and match the transactions, here's a helpful article that you can check out: Add and match downloaded banking transactions.

This should get you in the right track, olgavolk. Thanks for joining us here, thegrubber. In your case, you'll need to reach out to your financial institution to verify if what account is connected to QuickBooks Online. This can be the reason why your transactions are not showing up.

Once verified, you can set up your other Amex account as a sub-account so you can use it with your transactions. To guide you with this process, here are some articles that you can read through for more details:. Select OK. Download using Web Connect Some banks let you set a date range for downloads. Hover over Bank Feeds and select Banking Center. Find your bank and select Download Transactions. This opens a browser window to your bank's website. Sign in to your bank's website to download the Web Connect file.

Sign in to your bank account using your normal process. Download your transactions as a QuickBooks Web Connect. If you're not sure how to do it, visit your bank's website and look for their steps. If you can't find any, reach out to your bank for help. Was this helpful? Yes No. Please make it a priority to fix this along with the terrible customer service line and chat service not you guys in the community help -- again your product is too important to businesses to not have better support.

I am having the same issue as brand new Quickbooks online user none of my transactions Amex transactions have connected what is going on? I have heard Quickbooks online is glitchty, but this is a pretty major issue I was on chat 2 hours yesterday for another major issue and it was unresolved..

We appreciate your efforts for contacting our support team. Thanks for dropping by! From what it sounds like, I am dealing with the same issues as the above members.

Very frustrating. Good to see you here in the Community, tommyjets. Let me help point you in the right direction. For now, the most recent update that I have is that our online banking team is working with AMEX to determine why you're not getting your transactions in your bank feed.

I suggest you contact our Customer Care Team so they can add you to the list of affected customers. Any progress will be communicated via email. As mentioned by my colleagues above, there is currently an open investigation about the connection issue between your bank and QuickBooks. At this time, we don't have a workaround for you to try. All customers having the same concern are advised to give our Customer Care Team a call to add their account to the list of affected users.

Please have our representative link your case number to INV An email notification will be sent to you once an update is received. Choose your QuickBooks Product. Select your QuickBooks version. On the Contact Us page, click a topic. Click on the Get Phone Number button to see the support number. We appreciate your patience. Please let me know how it goes after contacting them. If you need anything else, leave a reply below.

Looking forward to hearing from you soon. I am also having the same problem for the past 10 days. Please be sure to post a resolution when found. Amex feed was working fine earlier. This will cause lot of issue to my organization to scale as the work around is to download and upload the qbo file from amex. Please help ASAP. Thank you for joining the thread, aa ,.

As mentioned by my colleagues, this is currently tagged as an ongoing issue with QuickBooks Online. Our Support Team is already working to roll out a solution for this unexpected hitch. While they do, I'd recommend getting in touch with our QuickBooks Online Support so you're added to our notification lists of affected users.

There they can provide you additional workarounds to complete your work temporarily. In the meantime, we do not recommend using Webconnect as it most likely will cause duplicates after the missing transactions are downloaded. That should do it, aa I want to ensure your issue gets taken care of. Not surprised whatsoever, Quickbooks customer service has historically been some of the worst I've ever experienced.

Do you have any information whatsoever, as to when this will be rectified? It's ridiculous that we consistently have to deal with banking issues such as this one.