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C12
Community Explorer **

American Express Import

Hello,

 

When I connect Amex to Quickbooks online all my credit card purchases are showing up as received and all my refunds are showing up as spent.  Anyone else see this issue and if so how did you fix it? 

3 Comments
QuickBooks Team

Re: American Express Import

Thank you for posting here in the Community, @C12.

 

You can exclude and upload your transactions again to map them correctly. Let me help you how.

 

You'll need to upload your transactions manually and map them to categorize them properly. But before that, you need to exclude those imported transactions to avoid duplication.

 

Here' how you exclude your transactions:

  1. On the left panel, click on Banking.
  2. Select the imported transactions.
  3. Under the Batch Actions drop-down, select Exclude Selected.

Once done, you'll need to download your bank transactions again from your bank's website. You may download your transactions with these QuickBooks accepted file types:

  • CSV - Comma-Separated Values
  • QFX - Quicken
  • QBO - QuickBooks Online
  • OFX - Microsoft Money

Lastly, you can now upload your transactions from the Banking page. Feel free to follow these steps:

  1. On the left panel, click on Banking.
  2. Under the Update button, select File Upload.
  3. Click on Browse.
  4. Select your downloaded bank transactions, and click on Next.
  5. Under the QuickBooks Account drop-down, select the bank account.
  6. On the Map Transactions page, correctly map your transactions.
  7. Click on Let's go! to review your transactions.

I've attached an article for your reference: How to Import Bank Transactions Using Excel CSV Files?

 

Fill me in if you have other questions about your transactions. I'll be sure to get back to you. Have a good one!

C12
Community Explorer **

Re: American Express Import

Hello,

 

Thanks for the comment really appropriate it.  However I am using the Amex connect feature that connects directly to QBO and the QBO import from there is bring everything in backwards.  really didn't want to delete everything and start over.

QuickBooks Team

Re: American Express Import

Hi there, C12.

 

We've received multiple reports about the Amex downloaded transactions that are posting in reverse. Our online banking team is working their best to resolve this as quickly as they can. Temporarily, you can exclude the impacted transactions and manually enter them in QuickBooks Online until we fix this for you.

 

Here's how to exclude the impacted transactions:

  1. Go to Banking.
  2. Select the impacted transactions.
  3. In the Batch Actions drop-down, click Exclude Selected.

Once done, you can manually enter them in QuickBooks Online.

 

I'll be right here if you need anything else.