American Express QBDT Bank Feed Update

I'm baffled. I have an Amex credit card only. I download the transactions every month and it goes great.  So I disconnected that one and established a new one.  Do I create a new account for downloaded transactions in QB or can I use the old one? If I use the old one, do I still download all previous transactions? Or will they now be duplicates? When I set up the new account, it just said "American Express" and did not say "American Express Card - QBDT" - so am I just re-setting the old account?  HELP !!

Let me provide some details about the American Express connection updates so you'll be guided on how to set this up, 74eman.

Starting on the 30th of March 2023, American Express will now be American Express Card - QBDT. Also, the updated bank feeds provide you with a more secure and better banking experience. That's the reason, why you'll have to reconnect your account to continue with online banking services.

You'll want to follow the steps provided below to ensure that reconnection is successful and you'll not be experiencing issues. To start, make sure to update to the latest release and create a backup of your company file. Then, prepare to switch to Express Web Connect. I've outlined the steps on how:

1. Go to File, then select Switch to Single-user Mode.
2. Select Company, then My Company.
3. Sign in to your Intuit Account if you’re not already.
   Note: If you haven't yet, you can create an Intuit account or recover your user ID and password.
4. Delete pending online payments or checks.
5. Add and match previously downloaded transactions.

Also, after you've disconnected your accounts, you can set up an account for Bank Feeds. Here's how:

1. Go to Banking and select Bank Feeds, then select Set Up Bank Feed for an Account.
2. Enter the account name and select Next.
   Note: Use the updated account name shown in the Account reconnection required list and return here to complete Step 4.
3. You’ll see the My Company sign-in page. Sign in using your Intuit Account user ID.
4. Enter your online banking account info, then select Connect. QuickBooks will connect to the bank’s server.
   Note: Your bank may prompt you for a one-time password (OTP).
5. Select the account(s) you want to connect to QuickBooks, then select Connect.
6. Select Close.

You may see duplicate transactions downloaded to the account, you can remove them instead. 

Furthermore, when QuickBooks automatically downloads the latest bank transactions, it tries to look for and match with those transactions you've entered. Learn from this article on how to categorize them: Categorize And Match Online Bank Transactions In QuickBooks Online.

Feel free to let us know in case you need additional assistance. Remember, we're always here to help you.

Please elaborate - Credentials from Quickbooks? Or from American Express.  I have logged in as the Admin for our Quickbooks desktop account and I still receive "We're unable to complete your request at this moment as you don't have permission to perform this task. Only the primary admin who owns/manages the company and its financial actions can perform this task.  Request your primary admin to sign in and complete this task.

SCACosntr, thank you for joining the discussion and sharing your detailed concern. Providing you with the clarification you need is my priority. I'm happy to assist you in clearing things out.

I understand how time-consuming it is when you experience challenges in updating your American express bank feed in QuickBooks Desktop (QBDT). It is the primary admin's American Express bank credentials, SCACosntr. 

Since you got an error message, ensure that you're logged in as an admin in your QBDT account. I'll show you how:

1. Select the Company menu, then choose Users.
2. Click the Set Up Users and Roles.
3. Under the User List tab, view if you are the Admin.

In the case, you're the admin and the issue continues to persist, I suggest contacting our Live Support Team. They have the necessary tools to investigate your account further. 

You can use the following resources for managing your bank transactions moving forward:

• Add and match Bank Feed transactions in QuickBooks Desktop
• Reconcile an account in QuickBooks Desktop

Having you here in the Community forum is greatly appreciated. We always have your back if you have further questions about your bank feeds or any QuickBooks-related concerns. We're available 24/7. Have a nice day!

(Quickbooks Enterprise 2022 with latest updates)

It is now March 31, 2023 and Quickbooks disconnected me from my American Express Card bank download. 

It instructed me to use American Express Card - QBDT to reconnect bank downloads. 

When I try to do this all seems to go well. It asks me for my Amex credentials, I select the account, and then it says Connection Complete! 

But when I click the button to return back to Intuit, it pops up an error. It says "Try again later. This is a temporary issue and will be resolved in a day or two. Try to setup your American Express Card - QBDT accounts then. 

Or

88888

All accounts associated with this customer ID have been synced with Quickbooks bank feeds. If otherwise contact your financial Institution. 

I have logged directly into Amex and "unsynced" all instances of Intuit to Amex through their website. And retried the connection sequence..But it gives the same error each time.

Now I cannot connect at all to the new American Express QBDT or the legacy American Express connection. 

I need a fix fast. We download hundreds of transactions per day, thousands per month...

Hello:  We were able to disable and reconnect the AMEX bank feeds.  We used the American Express - Delegate and not the QBDT version.  However, only the main card transactions are downloading now.  Previously, we had the main card as well as the sub account cards transferring into 1 GL account.  We do not want to set up multiple sub GL accounts and see them all on our balance sheet.  Is there a way to get all of our transactions to download?

Thanks!

Hello there, @johnimp and @RLGDB.

I can see the importance of connecting your American Express bank account to QuickBooks Desktop (QBDT). To further investigate this odd behaviour in your bank connection, I recommend contacting our Customer Care Team. They have tools like screen-sharing that will help check the root cause and find a permanent solution to this problem.

To reach them, here's how:

1. On your QuickBooks account, go to the Help menu at the top.
2. Select QuickBooks Help.
3. Choose "Contact Us."
4. Enter the issue or topic in the field box, then select Continue.
5. Sign in to your Intuit account.
6. Click Continue and then Continue with my account. If you don't already have an account, create a new account.
7. Check the code in your email and enter it.
8. Select Continue.
9. Choose to chat with us or have us call you.

You can also check out this link for more information on contacting them: Contact QuickBooks Desktop support. Ensure to review their support hours to know when agents are available.

For future tasks, here's a great resource about the best practices when reconciling: Learn the reconcile workflow in QuickBooks.

If you have any concerns about your QBDT account, let me know by commenting below. We're always here to assist. Have a wonderful day.

Its not odd behavior in the account, I have the same issue - its not downloading all card activity, just the primary card.

Before this update, it pulled in transactions from all cards.

Agreed.  I reached out to QB, and of course, they have no answers.  Wouldn't even let me disconnect any of the cards to try and reset the link.

I was finally able to connect to the American Express QBDT bank feed. I had to "Reset Intuit ID Settings" from the Help menu.. Then I restarted QB, went to Company/My Company and signed back in to my Intuit Account. 

After that I was able to go through the normal process of connecting my Amex account to the bank feeds. 

Note: Resetting Intuit ID Settings seemed to delete any other Intuit Account users. Not to be confused with User Roles for a company file.. Make note of your Intuit Account users by going to Company>Users>Intuit Account User Management. 

This feed helped me: https://quickbooks.intuit.com/learn-support/en-us/banking/unable-to-disconnect-bank-feed-from-discov...

Hi,

I just downloaded the latest version of Quickbooks Enterprise Silver today and I can't find the American Express QBDT option. The only choices are:

American Express - Small Business Card (OPEN)

American Express - Personal, Corporate

Thanks in advance

TJ [last name removed]

[email address removed]

I'll route you in the right direction for support to provide you with alternatives for setting up American Express in QBDT, @tjflynn04. 

I can see the urgency to connect with your bank. Considering that you're unable to see the option you need, I recommend reaching out to our Customer Team support to further assist you with this matter.

I'll show you how: 

1. Go to the Help menu, then select QuickBooks Desktop Help.
2. Select Contact Us.
3. Please give a brief description of your issue, then select Continue, and then choose a way to connect.
   
   

You can check our available hours when contacting support to ensure we address your concern promptly.

Please don't hesitate to let me know how it goes in the comment section below. I'm always ready to help. Take care, @tjflynn04.

Same here...  New bank feeds is broken for Amex.

I can see how important it is to re-establish a connection with your Amex, @Tcooper. I've got the steps to route you to our representatives who can take care of this query securely.

Before I hand you over, I'd like to know if you encounter any error messages. Please know you can share them here anytime. Rest assured that we're here to help you resolve them.

Here’s how:

1. Go to the Help menu, then select QuickBooks Desktop Help.
2. Click Contact Us.
3. Give a brief description of your issue, then press Continue.

To ensure we address your concern timely, please take note of our support hours. See this article for more information: Contact QuickBooks Desktop Support.

You might also want to visit our help page to browse articles that can guide you with your accounting tasks. To get started, head to this link: QBDT Help articles.

Tag me in a comment below if you have other questions aside from bank feeds in QuickBooks Desktop. I'll be around to help you out. Take care.

Thanks for the reply. I figured out a way to populate that link.

I'm having the same issue, did you get any solution?

deleting my message as it's duplicated

deleting my message as it's duplicated

Ever since creating the new Bank Feed connection to American Express QBDT, no other QBD user can open Bank Feeds Center anymore (it says they don't have access and need to request it from the primary admin). Even if I create a brand new QBD user with full permissions, and login to the admin Intuit account using that QBD user, that QBD user cannot access the Bank Feeds Center.

Intuit Live Support's suggestion is for me to give the admin credentials to all of my accounting staff so they can login to QBD as the admin user and access Bank Feeds.

I cannot imagine that that is the right solution here.

I was able to get the new American Express QBDT bank feed set up, and it is downloading all of the transactions for all of the cardholders on the account, but I am getting a lot of duplicate transactions.  But I need to do it twice.  After the initial set up, on the second sync, I was getting an error that service is unavailable and try again in a couple of days.  I unlinked and set the sync up again, but now I have a ton of duplicate transactions.  Also, with old sync, in the memo line of each transaction, the card holder name appeared, now all we seem to get in the memo line is the last 5 digits of the card number.  That's a total bummer.  Is there any way to get the old data? 

Thanks for joining the thread, smwurzel.

I appreciate you for performing some troubleshooting steps to get this sorted out. In QuickBooks Desktop, we can remove duplicate transactions right from your bank feed. However, how you delete transactions is determined by the mode you are in. We can switch between bank modes and follow the steps in this article to remove duplicate entries: Remove duplicate transactions in QuickBooks Desktop.

To get the old bank data, we can download a file (.QBO) with your company's transactions from your bank or credit card. Then import that file to QuickBooks to add those transactions to your accounts. If your bank offers Web Connect, follow the steps below:

1. From Banking, select Bank Feeds, then Import Web Connect Files.
2. Choose the .QBO file you saved, then tap Open.
3. When asked to select your bank account:
   • Use a QuickBooks account that exists if the account you're importing transactions into is already set up in QuickBooks.
   • Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.
4. Press Continue. You'll see a dialog box telling you that the data has been successfully read into QuickBooks. Hit OK.
5. Go to the Bank Feeds Center to review your transactions.

You can also connect through Direct Connect. Just follow the steps and details in this article: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop. Then, go to Connect with Direct Connect section. 

I've also added articles about handling imported transactions, accounts, and other relevant matters. 

• Import and export data
• File types and extensions used by QuickBooks Desktop

Tag me in a comment below if you have other questions aside from bank feeds in QuickBooks Desktop. I'll be around to help you out. Take care.

I am using QuickBooks Desktop Pro 2023 and have updated to the latest revision. I am trying to re- setup the bank feed for my Amex business card. Everything I have read says there should be a vendor in the list American Express Card - QBDT, but I cannot find that option. The only 2 American Express options are American Express and American Express Bank FSB, neither of which work.