American Express appears to have disabled QBO downloads. Only CSV and PDF file types available. I talked to AMEX customer service and they told me 4 -8 weeks estimated time to get QBO back online which is ridiculous. Anyone know how to upload a CSV file into Quickbooks desktop for my AMEX transactions. Thx.
Solved! Go to Solution.
Thanks for sharing the details of your concern, @Uptown.
QuickBooks Desktop only imports Web Connect (.QBO) files for online banking transactions. Since you have CSV, I recommend checking out a third-party app converter that can help change the format. Visit Intuit Marketplace for the list of applications available.
Once the .QBO file is ready, let’s upload the transactions to your QuickBooks company. Here’s how:
For reference, take a look at these articles:
Post in the Community again if there’s anything else you need. I’m more than happy to help. Have a great day!
AMEX says it will be fixed tomorrow. They did an update which upset QBO downloads. Fingers crossed. Otherwise, DISCOVER card gets my business. Always excellent service, domestic agents but not accepted everywhere but neither is AMEX.
You can still download QBO from Amex if you click on Preview New Version. QBO works in the new version. The only caveat is, it wants a new account created. I solved that by allowing it to create a new credit card account but made it a sub account of the real QB Amex account.
I just try to download. 8/5/2019 and QBO are not available.
This is a key function to reconcile a business account that uses AMX for Business.
You'll want to use a different supported file format to download your transactions. Let me share with you the supported files so you can get started with.
Once done, go to Banking and upload your file again.
Meanwhile, I'd still recommend contacting our Customer Care Support to get this reported. Here's how you can reach us:
I've also added this handy article for future reference: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.
Feel free to reach out anytime if you have other concerns.
Thanks for joining this thread, @gorskel1.
As mentioned by my colleague, QuickBooks Desktop only imports. QBO files for online banking data. To import your American Express transactions into QuickBooks, first convert the CSV file to QBO.
You can consider visiting the Intuit Marketplace site to find a third-party file converter. Just enter a keyword in the Search field box to expedite the process.
Once done, the page will show a list of compatible apps. After converting the file format, you can start importing the data.
For detailed instructions, I suggest following the steps provided by @KhimG.
If there’s anything else I can help you with, just let me know by posting a comment below. I’ll be right here to assist further. Have a good one.
KhimG response was noted by me, and I looked into it, but I don't see it as an acceptable solution since you are asking me spend $$ for something that has been free for many years. If you could point me to a free CSV to QBO converter that would be great.
I had a very similar post that took QBO three weeks and 3 calls to fix. Wanted to share my solution for anyone with similar issues...
If you're having trouble logging into AMEX for a client, go to YOUR business QB home page (not theirs) and click on the APPS tab on the lefthand side of your screen. Next, select the "Clients Apps" tab at the top of the screen. Under the client you're having issues for, look for the American Express App. Click the AMEX app. See who the app was "Connected by". In my case, it said it was connected by: Others which meant my client tried to connect it, before contacting me. Once I found that out, I had to use her QB login and password to log into her company account (as a user and not as an accountant). I then followed the steps listed below and BOOM! We're back up and running again!
If you're having trouble connecting your AMEX bank feed to QB, click on APPS in the toolbar to the left of your page. Look for the American Express App. On the AMEX app, select the drop down menu on the ACTIONS button and then select launch. Follow the instructions and you're good to go!
For AMEX, the difference between the "Business Card-OPEN" option and the "Personal or Corporate Card" option when connecting the account is this: