Bank Feeds

Tried Admin.  Interesting thing happened.  It worked for ONE of our Amex accounts but not for the other.

That is odd.

All I know is that we have been only using 'admin' login to access bank feeds to connect to AMEX and download credit card transactions without any problems.

As the 'admin', just means one extra task weekly as part of regular duty handing account sync between our PSA and QB and ConnectBooster daily.

Tried disconnecting/reconnecting AGAIN.  Nearly 1,500 transactions just downloaded AGAIN.  I did this under my QB User Name - not Admin.  Perhaps tomorrow, I'll try under Admin User.  This is so frustrating!

The other odd thing:  The bank feeds screen Amex balance agrees to the Amex website!  But nothing is there..

Are there different versions of bank feeds in QuickBooks desktop? I just set up a new client in bank feeds and the screen looks different, better with more options? I have a few other clients who have been on bank feeds for a few years and the screen looks different and with less options? I will attach images. Thanks!

I've got your back, @mbesso. I'm here to share additional insights about different banking modes in QuickBooks Desktop (QBDT).

In QBDT, you have three Bank Feed modes available. Each mode displays and handles transactions in your Bank Feeds differently. Let me provide the steps so you can change between modes as often as you need.

Here's how:

1. Go to Edit, and then select Preferences.
2. Choose the Checking section, then go to the Company Preferences.
3. In the Bank Feeds section, select either:
   • Advanced Mode: This uses the Transactions List window to add or match transactions. You can quickly update transactions for future matches or create rules automatically to recognize and match transactions to your books.
   • Express Mode: This uses the Transactions List window to add or match transactions. Renaming rules are created automatically.
   • Classic Mode: This uses the account register to add or match transactions. Aliases match names exactly; you control when you want to create aliases.
4. Tap OK to save your preference.
   

Furthermore, see these screenshots for the layout differences between banking modes in QBDT:

Once everything's good, you can categorize your downloaded bank transactions to keep your financial data accurate and updated. Refer to this article for detailed steps: Add and match Bank Feed transactions in QuickBooks Desktop.

I'm just one click away if you have other concerns about the system's features or managing bank transactions in QBDT. Take care, and have a great day!

It would seem that the difference is not the Quickbooks user, but the INTUIT user that makes the difference.  I log in with my INTUIT user account on both the "Admin" and "MyUser" in quickbooks.

The Intuit user is your email address used in teh upper right corner next to the discovery hub.