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Level 1

How to fix? QB only importing AMEX transactions through June of last year.

 
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QuickBooks Team

How to fix? QB only importing AMEX transactions through June of last year.

Hi there, @joanne-chan.

 

Welcome to the Community. I'm here to help you importing old transactions from AMEX bank to your QuickBooks Self-Employed account. 

 

When you export the transactions from your bank, make sure that you set the date range that you wanted to download. Then, follow your bank's on-screen instruction to complete the download and save it on a CSV file format. 

 

Once done, import them into QuickBooks. Here's how: 

 

  1. Log in to your QuickBooks Self-Employed account in a web browser.
  2. Select Settings, then click Imports.
  3. Choose the account you want to add the transactions into, then click Browse to find the file you downloaded from your bank. 
  4. Click the file and select Open to start the import.
  5. Review the column headers and data. Ensure that the Date, Description, and Amount columns on the CSV matches with the columns and order in QuickBooks. Then, select Continue to complete the import.

 

When everything is imported, you're now ready to review and categorize your transactions to put them in your accounts.

 

Let me know if you have more questions about importing, @joanne-chan. I'd be happy to come back and help you. 

 

 

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Level 1

How to fix? QB only importing AMEX transactions through June of last year.

Hi. I know how to manually import. But QB does not recognize any of my Amex transactions past June when I connect my accounts. . It’s an issue with the software. Can QB look into this? My other accounts are fine 

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Moderator

How to fix? QB only importing AMEX transactions through June of last year.

Hello there, @joanne-chan,

 

At the moment, there are a few banks that have agreed to move toward the new connection (Capital One, Chase Bank, Wells Fargo, Bank of America, and Citi Bank) to import data that vary between 30 days or until 2 years of financial entries.

 

For banks who haven't participated yet, or those connecting for the first time, the default range will always be 90 days of historical transactions. Since you're missing last year's data, you need to import them as katherinejoyceO suggested.

 

To read more about how Direct Feeds in QuickBooks Self-Employed works, see this article: Bank Feeds Direct Connect FAQ in QuickBooks Self-Employed.

 

If you have additional questions related to this banking topic or need anything else in QuickBooks, let me know in the comment. I'm always here to share further insights and help. Have a lovely and productive week!

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