BROKEN BROKEN BROKEN: I'm a ten year user of Amex and QB DeskTop. I dreed the monthly Amex reconcilation. The process is never easy and it do not work consistently and smoothly. I'd spoken to Amex and QB and each custmoer service representative politely says it is not their issue.
I have an Amex account set up in the Chart of Accounts, and follow these steps:
1. Open on-line feed center. Exclusive use.
2. Bank and Credit Cards (click on the arrows in circle)
3 QB message "connection complete" , then 'Updating" (nothing happens)
4. Go to File, Utilities, Import, Webconnect, (Asked to select bank: Use Existing QB Account, or Create a New Account. Does NOT Recognize teh Amex account I have used for years.
5. Updated the connect to the bank by Activating and Deactivating the Credit Card NUMEROUS times.
Sometimes this works for a month--then back to the hellish time of trying to figure it out again.
Please advise