Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I've come to ensure you'll get the help you need, reastman2011. Let me share information and steps on how to connect with American Express Bank.
We've received notifications that the American Express will become "American Express Card - QBDT" in your QuickBooks Desktop Bank Feeds. You can enter and find this from the banking lists. You'll want to check out this article for more insights: Refresh your connection for Express Web Connect online banking.
You can follow the steps below on how to connect your financial institution to QBDT. Also, I've added a screenshot for reference.
To learn more about enrolling and connecting your banking account, you can also connect using the Direct Connect or the Web Connet (.qbo) files. Please visit this reference for additional guidance: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.
Additionally, you can add and match bank feed transactions to your account once your banking connection is ready.
For further guidance, I'v added this reference to help you address if you encounter bank connection errors: Fix Web Connect import errors.
We'd be delighted to hear more from you, reastman2011. You're always welcome to reply in this thread if you require additional assistance connecting your financial institution. Have a good one!
Thank you for attempting to solve my problem.
We have had our AMEX syncing with QB properly for who knows how long. Issue isn't that I do not know how to set up a credit card/bank link, it is that something changed to make ours no longer functional.
At approximately the first of May, it stopped working. After contacting both QB (no real info on why, except that the person finally found that there may be an issue that would be fixed with an update on May 19 (today). STiLL DOESNT WORK. The error we get is in the attachment below.
AMEX says the issue is a result of a QB update.
AMEX also says that the login of the Primary Account holder has to be used to import the data into QB.
Two problems:
1) get a busy CFO to work with a Controller who already has full administrative rights to manage this CORPORATE AMEX card.
2) our CFO has FIVE AMEX CARDS linked to his log in. We only want the corporate card imported, not his other cards.
Once again, another unforeseen change done by QB without full understanding of the impact of this change or the problems caused by it. Please do not tell me it is for "security" reasons. I flat out do not believe it. We have 4 other bank accounts that do not require the login of our CEO to make them sync.
If you have any other info to help us get this CC link working, I would certainly appreciate it.
i have the same issue; any answers yet?
Your efforts in connecting with the Community forum are much appreciated, Ron. I'll provide you with information on the bank connectivity difficulty you're having.
I understand how issues with QuickBooks Desktop may interfere with your business operations. Please understand that this is not what we want for you.
We received reports about the Amex bank account being unable to connect to QuickBooks Online. Our engineers are working diligently to resolve this issue as quickly as possible. I suggest you contact our Live Support Team in order to be added to the list of affected users.
Following are the steps to Contact Support:
Once everything's good, you can refer to this article for assistance in categorizing your downloaded bank transactions. This allows you to keep your financial data accurate and up to date. Add and match Bank Feed transactions in QuickBooks Desktop.
Ron, you can always get back to us anytime if you have other QuickBooks-related concerns. We're available 24/7. More power to your business!
We had to use the login of our CEO for all of his AMEX cards (which includes our corporate card).
Even though I am an account administrator for the card with AMEX, it would not work, and resulted in the same (nonsensical and uninformative) error in QB.
Once I got his login info, it worked and has been pulling in AMEX transactions to our GL again.
If this is a QB or an AMEX problem, who knows? They both blame each other for it happening.
Having the same issue. Amex bank fee is now only working for the Admin.
We value and acknowledge your feedback regarding this new requirement, Cwill3311.
As of March 30 this year, a bank feeds update was implemented to enhance security and provide an improved banking experience. As a result, we requested a reconnection using the account holder's login details.
If you're not the admin, select American Express Delegate in Bank Feed Setup. This option permits delegate users and non-Account holders to authorize or connect accounts within Intuit's products.
Here's an article about this update for more details: Refresh Your Connection for Express Web Connect Online Banking.
I also wanted to share these articles for additional information and guidance when using the online banking feature:
Feel free to visit us again or reply to this thread if you have more questions while working in QuickBooks. We are always available to provide assistance and support.
This complete nonsense. THIS DOES NOT WORK and YOUR TECH support says that it does not work. At the end of the year I will be switching to other software because QUICKBOOKS has become the WORST BUSINESS accounting software there is. I spend more time FIXING (or attempting to fix) all of the STUPID UI and other issues such as this that are UNFIX ABLE because QUICKBOOKS and INTUIT DO NOT CARE
I just got off the phone with customer service. After almost an hour, the tech had me run a repair on my program and restart. It finally worked! It took less than a minute for me to get a call back. I wouldn't use chat. Too complicated for this subject. Good luck!
I couldn't agree more. QB has become the absolute WORST! There was some sort of update and the bank feeds are atrocious to manage and even to download!
Hello--
I was able to successfully transition to the QBDT bank feed.
I noticed that after transitioning the downloaded transactions have less information in the memo.
For example, the credit card holders' name is no longer downloaded, which is unfortunate because we have over 20 card holders and without the card holder name, I have to do a lot of extra work to categorize the transactions.
Any ideas on how I can get that information downloaded, as before?
Thank you,
Noah
We appreciate you for successfully transitioning to the QuickBooks Desktop bank feeds, Noah15.
May I know your financial institution? This way, I can check if there's an issue with credit card holders' names not downloaded in QuickBooks Desktop. On the other hand, the transactions downloaded in the Bank Feeds Center depend on the data that was sent by your bank. The system will post the transactions the same way they sent to us.
If you haven't contacted them yet, I'd recommend doing so. This way, they can review your transaction and the memo information that was sent to QuickBooks. In the meantime, you can use the WebConnect feature to manually import bank transactions into QuickBooks Desktop. Here's how:
Once you have the file, follow the steps in this article to import it into QuickBooks: How to import Web Connect (.qbo) files. I've added some resources that you can use to help manage your online banking transactions in the program:
Additionally, you can visit this link: Banking. It contains more resources on how to deal with QuickBooks Bank Feeds as well as a write-up to help you reconcile your account.
I'll be around to help if you have any other banking concerns or have follow-up questions about QuickBooks. I'm here to provide additional assistance. Have a good one.
The banking institution in this case is American Express. The AMEX cards are issued through Delta.
Is there a specific phone number I can call at AMEX that deals with bank feeds?
Thank you for your help.
Noah
Thank you for your response, Noah15. We truly appreciate your willingness to share updates and provide additional details.
We completely understand how frustrating it can be to encounter runtime errors related to your banking connectivity and missing cardholder credentials. Please know that we're unable to provide you with a specific number of your financial institution. However, it would be best to contact our Live Support team. They are equipped with the necessary tools to thoroughly investigate your account and identify the underlying cause of this problem.
To contact support:
You may want to visit these articles for your reference in managing bank transactions moving forward:
Please don't hesitate to return if you have any further questions or require assistance with any other QuickBooks-related concerns. We are always here to assist you. Wishing you a wonderful day, Noah15!
By chance did you ever find a solution. I've been downloading for years -- was told I had to upgrade to 2023, which I did....the bank feed worked for about 6 months and now will only download transactions for primary cardholder. I have wasted so much time calling Intuit and they blame AMEX. I can view transactions for both cardholders on the AMEX website, but not via bankfeed in Quickbooks. I am so frustrated with Intuit and the customer service. Go back to the prior version, if we must INTUIT -- don't fix what wasn't broken.
We want you to come across a different experience than this, CB4144.
I understand how it feels when you're unable to review and manage bank transactions. I'm here to ensure this issue gets fixed in no time.
Currently, we've updated bank feeds for a better and more secure banking experience. With that, let's refresh your bank connection. Before doing so, let's update your QuickBooks Desktop to the latest release. From there, you'll have to turn off bank feeds to ensure you don't have any discrepancies. Once done, let's set up your bank account. Here's how:
When done, the system downloads all your transactions. If you notice any duplicate transactions, make sure to remove them.
Furthermore, I've added these articles as your guide in taking charge of your bank transactions:
I'm always around whenever you have banking concerns.
Hi ,
My American Express feed downloaded multiple duplicates this month (more than 70) and I am unable to differentiate between real charges and duplicates. Can I delete all the QB American express entries for the month and re-sync with AMEX?
MIKE
We understand your concern about the numerous duplicate transactions that have been downloaded from your American Express account into QuickBooks Desktop (QBDT), Mike. I'm here to provide prompt and accurate assistance in resolving this matter.
There's no need to delete all the QuickBooks entries for the month in order to prevent duplicate transactions in QBDT. Instead, we can review your transactions and compare them with your bank statements to ensure accuracy and identify any potential deletions of valid transactions. Once we have identified the duplicate transactions, we can exclude them from your bank feed, effectively preventing them from being included in your financial records.
Here's how to remove duplicate transactions in Register mode:
I've added these articles for more information about removing duplicate transactions right from your bank feed:
I've got you this article for more information about the reconciliation workflow in QBO: Learn the reconciliation workflow in QuickBooks.
I'm all ears if you have other questions about your downloaded bank transactions, Mike. I'm always here to help. Take care, and have a good one!
HI Leizy,
My issue is that I have multiple charges that are identical and I cannot identify individual charges. I have the AMEX statement and a revised 183 duplications (same dollar amount and vendor). A monumental task to reconcile item by item complicated by date differences between AMEX statement and QB. If I could delete this months AMEX trans actions and re-download the AMEX transactions it would be AMAZING.
Otherwise I need to do as you suggested.
Thanks for the help!
Mike
On behalf of my colleague above, you're welcome, @MikeS9.
Just follow the steps that Leizy shared to delete your duplicates and you should be good to go.
On another note, I'm also including a couple of help articles that we have available. These articles cover more information about deleting transactions from QuickBooks Desktop.
Don't hesitate to let me know if there are any other questions or concerns I can help you with. Enjoy the rest of your day, Mike!
After the reset, I had high hopes: but, nothing-nada-zero, zippy.
takes me to the AMEX login page (within QB desktop). i enter the credentials, it spins. then nothing.
Thanks for becoming part of the Community, bulldogcpa.
If you've already tried each of our recommended troubleshooting steps in this thread, but your bank feed still isn't functioning properly, I'd recommend getting in touch with our Customer Care team.
They'll be able to pull up the account in a secure environment and conduct further research with you.
They can be reached while using QuickBooks.
Here's how:
Be sure to review their support hours so you'll know when agents are available.
I'll be here to help if there's any questions. Have an awesome Tuesday!
Hello - for the last few months not all of our American Express transactions are coming down in the bank feed. It is hit or miss. Has anyone else reported this problem?
Thank you!
Let's make sure this is sorted out so you can get back on track, Scolley.
Normally, after you set up your accounts for bank feeds, you can start downloading transactions from your bank. To make sure that reconnection is successful, and you'll not be experiencing issues, ensure to update to the latest release and create a backup of your company file. Once done, prepare to switch to Express Web Connect. I've outlined the steps on how:
Then, after you disconnected your accounts, set up an account for Bank Feeds. Here's how:
However, if the issue persists, I recommend reaching out to our support team so they can investigate further. They have the tools to pull up our account securely. In addition, you may need to review your accounts to match your actual and credit card statements. Check out this article for future reference: Reconcile An Account In QuickBooks Desktop.
If you have any other concerns about bank feed update, you can always post it here in the Community. We'll always make sure to get back to you on time.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here