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jmdnyc
Level 1

How do I clear transactions to review in my American Express account. It always shows the orange number "3" even though I've processed all transactions already

 
3 Comments
RaymondJayO
Moderator

How do I clear transactions to review in my American Express account. It always shows the orange number "3" even though I've processed all transactions already

I've got the steps you need to clear the three American Express (AMEX) transactions for review in QuickBooks Online (QBO), @jmdnyc

 

You're on the right track in processing all transactions in the For Review tab. Here are the possible reasons the AMEX's blue tile always shows the orange number "3": 

  • The Date filter icon isn't set to All dates
  • The three transactions weren't captured during the automatic update. 

 

To help fix this, let's first ensure the Date filter icon is set to All dates. Doing so will help you locate the three missing transactions in the For Review tab to clear them. My sample screenshot below displays the bank's blue tile that has the orange number "1". Then, I'll need to match the January 15th transaction to the existing entry in the program after filtering the Date icon. 

FilterTheDateIcontoAllDatesInTheForReviewTab.PNG

 

Second, let's manually update the account. It helps refresh the connection between AMEX and QBO. This way, the three missing transactions will appear in the For Review tab so you can clear them. I'll guide you how. 

  1. Go to Banking from the left menu. 
  2. Choose the blue tile for American Express.
  3. Select Update.
  4. If prompted, enter your Multi-factor Authentication (MFA) credentials. 
  5. Click Continue Update.

 

Once done, I'd suggest reviewing your bank statement to confirm the three transactions. If these are duplicates, let's exclude them. These will be moved to the Excluded tab and won't be added to your account register. If these aren't duplicates, you can categorize and approve the match for them. That way, the orange number "3" will be cleared out in the AMEX's blue tile. 

 

After that, I recommend reconciling your American Express account monthly. It helps you detect any differences early to ensure the account in QBO matches your bank statement. For more details, visit this article: Reconcile An Account

 

I'm just a post away if you need anything else. Enjoy the rest of your day, @jmdnyc

jmdnyc
Level 1

How do I clear transactions to review in my American Express account. It always shows the orange number "3" even though I've processed all transactions already

Did not work, I’m afraid. It has something to do with the transition to the new method of downloading American Express Business transactions that was implemented a few days ago.  

RaymondJayO
Moderator

How do I clear transactions to review in my American Express account. It always shows the orange number "3" even though I've processed all transactions already

I'm here to ensure you'll get the right support to clear the three AMEX transactions for review in the program, @jmdnyc

 

I appreciate you for performing the steps I've provided above. Since these didn't work, I'd suggest contacting our Customer Care Team. They can confirm if this has something to do with the transition to the new connection method with AMEX. Also, they can provide further options to resolve this issue. Please first check out our support hours to make sure they can assist you on time. I'll guide you how. 

  1. Go to the Help menu at the upper right. 
  2. Select Contact Us
  3. Enter Unable to clear the three AMEX transactions for review in its blue tile after performing the suggested steps in the What can we help you with? box. 
  4. Hit Let's talk
  5. Choose a way to connect with a live agent. 

 

Once resolved, you can reconcile your American Express Business account since you've already processed all their transactions. This way, we can ensure the account in the software matches your bank statement monthly. When the difference is zero, you'll know this is balanced and accurate in QBO. 

 

Please know that I'm here anytime you have other concerns. Keep safe always, @jmdnyc

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