cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

I just added my amex account. How do I sync and download transactions?

 
1 Comment
Highlighted
Moderator

I just added my amex account. How do I sync and download transactions?

Let's get your bank transactions downloaded, chris30.

 

When you connect a bank account, QuickBooks automatically downloads up to the last 90 days of transactions.  

 

If it's more than that, you'll need to import bank transactions manually using WebConnect. Let me share a reference how to do it: How to Upload More Than 90 Days of Bank Transactions

 

Once you have them downloaded, you can now start adding or matching them. 

 

To get more help about QuickBooks, please post your comments below. 

Need to get in touch?

Contact us