American Express Connection

Hello there, @AVIDPgh!

I'm sorry to hear that you face this kind of challenge when connecting your American Express to your QuickBooks Desktop (QBDT) for Mac. Please know that I'm here to help and provide you with some steps for your concern.

To fix the bank connection of your AMEX bank to QBDT Mac, make sure that your financial institution's list is up to date. Follow these steps below to manually update your bank:

1. Go to File, then Close Company.
2. Press both the Command button and the number 1 on your keyboard to display the Product Information window.
3. Select the Logging tab, then select Delete FiDir.
4. Close and reopen QuickBooks.
5. Open your company file, then go the Banking, then Online Banking Setup to try and reconnect to your account.
6.  

If the issue persists, kindly follow Solution 2 in this article: Fix online banking issues in QuickBooks Desktop for Mac.

Moreover, to disconnect your American Express Delegate bank in your QBFT Mac make sure you match or delete all of the downloaded transactions for the account. QuickBooks won’t let you make changes if there are still pending transactions. Here's how to disconnect your bank:

1. 1. Go to Lists, and then select Chart of Accounts.
   2. Highlight the account and select the pencil to edit.
   3. Select Online Settings.
   4. Select Download Transactions then select Not enabled.
   5. Select OK to confirm, then select OK.

If you encounter issues when deactivating your bank feeds, you can visit this article for detailed information and steps: Fix issues when deactivating bank feeds.

Additionally, I'm adding this helpful article as your reference in adding and matching your transaction in QBDT Mac: Add and match transactions in QuickBooks Desktop for Mac.

Return to this post if you have other concerns and clarifications in connecting and disconnecting your bank in QBDT Mac. The Community is always here to lend a hand.

It never downloaded any transactions, it hasn't been able to connect for days.  I think I accidentally added the Delegate connection trying to fix it.  How do I remove just that connection?

Also, if I disconnect the account and try to reconnect, it won't let me.  I just get "all the accounts at this institution are already connected".  I had to restore a backup to get it back to where it was.

I commend your efforts in exploring all the suggested solutions within the Community, @AVIDPgh. Rest assured, your concerns are being taken seriously.

Having thoroughly reviewed both threads, it seems that all available troubleshooting steps have been exhausted. In light of this, I recommend reaching out to our support team for additional assistance.

Our agents are equipped with the tools needed to conduct a screen-sharing session, enabling them to conduct a detailed examination of the issue and identify its root cause.

Here's how to get in touch with our QuickBooks Desktop for Mac Support:

1. Open your QuickBooks.
2. Go to Help, then select QuickBooks Help.
    
    

   

    

3. Select Contact Us. 

    

4. Give a brief description of your issue, then select Continue.
5. Sign in to your Intuit account select Continue and then Continue with my account.
6. We'll email you a single-use code. Enter your code and select Continue.
7. Select to chat with us or Have us call you.

Moreover, here are some articles that may offer additional guidance on using the banking features in QuickBooks Desktop for Mac:

• Manage Renaming Rules For Payee Names In QuickBooks Desktop For Mac
• Disconnect Bank Feeds For An Account in QuickBooks Desktop
• Add and match transactions in QuickBooks Desktop for Mac

Let me know if you need anything else, @AVIDPgh. I'd be glad to answer any other inquiries in QuickBooks.