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Dorrie T
Level 2

American Express - unseen transactions

American Express blue tile says I have 45 transactions, but there's only 1 showing for review. Transactions are coming in daily, but how do I get to the 44 additional transactions? It would appear that they've been downloaded, but I can't get to them.

12 Comments 12
Dorrie T
Level 2

American Express - unseen transactions

I've compared the transactions on our American Express card and the transactions in QBO. It appears that everything downloaded properly, and all transactions have been entered into the register. For some strange reason, the blue tile says there are 44 additional transactions to review.

Jovychris_A
Moderator

American Express - unseen transactions

Thanks for sharing with us, @Dorrie T.

 

Let's update your banking page to refresh the connection between QuickBooks with American Express. It may happen once the bank made a security update with their website.

 

Here's how to refresh the connection in QuickBooks:

  1. Go to Transactions/Banking on the left panel.
  2. Select Banking.
  3. Click Update.

Also, these downloaded transactions may be duplicate of the latest transactions in your register. That is why it appears on the blue tile as for review. I'd suggest checking it on the For Review tab.

 

If it exists in the For Review tab, you can Exclude these transactions so that it won't show again as items to be reviewed on the blue tile.

 

Here's how:

  1. Go to the For Review tab in Banking.
  2. Check the boxes of the duplicate transactions.
  3. Click Batch actions and then select Exclude Selected.

You can decide to examine first before deleting the item under the Excluded tab. You can check the box and then click Batch actions to delete the transaction.

 

Once you have successfully got the transactions from your bank, you can refer to this article on how for more details in categorizing transactions: Assign, categorize, edit, and add your downloaded banking transactions. It includes a link on how to remove duplicate banking transactions.

 

Also, if you wanted to get the latest transactions in your bank when you're unable to see this posted under the For Review tab, you can check this article: What to do if bank transactions won't download or there's a bank error.

 

Please feel free to leave your comment if you have more questions to add. I'll keep my notifications open. Stay safe and well!

Dorrie T
Level 2

American Express - unseen transactions

I've updated, I've reviewed, I've added all of the downloaded transactions as they come in. Yesterday I made sure all transactions on the American Express card were in QBO, and they were. The blue tile for Amex still showed 44 transactions for review. This morning 7 new transactions were downloaded, and I've review and added them all, but now the blue tile says there are 64 transactions for review.  VERY frustrating!!

ZackE
Moderator

American Express - unseen transactions

Hey there, Dorrie T. I'm more than happy to help you with this.
 

It sounds like you've tried the recommended troubleshooting steps by accepting all of the transactions and updating your account. In the screenshot from your original post, I notice there's only one on the For Review list, but the All tab says that there's forty-five which still have to be reviewed. If it currently says there's sixty-four to review, that many should be displayed on the list. It doesn't look like these are duplicate transactions, because they would be visible for you to review in the same area and I'm not seeing them in the image you provided us with.
 

It's possible this could be occurring due to an issue with the web browser you're using to access QuickBooks. To check if this is the case, lets go ahead and open a private browsing window. Here's how in some of the most commonly used browsers:

  • Google Chrome - Ctrl + Shift + N
  • Mozilla Firefox - Ctrl + Shift + P
  • Internet Explorer - Ctrl + Shift + P
  • Safari - Command + Shift + N


Once you have a window opened in incognito mode, go ahead and access the same For Review page you were on before and see if things still look the same. If everything looks correct while browsing privately, something with the browser is causing the issue. These problems are generally caused by the cache and/or cookies stored from previous sessions. You can return to a normal browsing window and clear your temporary internet files to improve your browser's performance.

Let me know what happens, I'll still be here to help if you have any questions. Have a wonderful day!

xuninc
Level 1

American Express - unseen transactions

Same thing happening for us. Extremely annoying.

 

It happened ever since they pushed the "new and improved" American Express online banking link.

JonpriL
Moderator

American Express - unseen transactions

I wish I could make it better, @xuninc.

 

Currently, we have an on-going issue where the online transactions for your American Express card are missing. Rest assured that we've already informed our engineering team and they're in all hands working to fix this.

 

In the meantime, you can download your bank transactions directly from your bank's website and manually upload them into your bank account in QuickBooks. To start with, you'll have to make sure you've downloaded your bank transactions with the following file format below:

  • Comma-Separated Values (CSV)
  • QuickBooks Online (QBO)
  • Quicken (QFX)
  • Microsoft Money (OFX)
  • File size is 350 KB

Once you have a copy of your downloaded bank transactions, here's how you can upload them:

  1. Go to Banking.
  2. Under Update, select File upload.
  3. Find and open the file of your downloaded bank transactions.
  4. Map your transactions according to the appropriate columns in QuickBooks.
  5. Select Upload.
  6. Click Let's go.

In addition, here's an article you can read to learn more about how you can manually upload your bank transactions: Manually upload transactions into QuickBooks Online.

 

However, I'd still recommend contacting our Customer Care Support so you'll be added to the list of affected users.

  1. Go to Help.
  2. Select Contact Us.
  3. Enter American Express Missing Transactions in the What can we help you with? field.
  4. Click Let's talk.
  5. Select Get a callbackStart messaging, or Call us.

Once you've been added to the lists, you'll receive all available updates through your email. You can read this article to learn more about our support hours and types: Support Hours and Types.

 

Lastly, I've also added this helpful article that'll help you handle your transactions after uploading them: Download, Match, and Categorize your bank Transactions in QuickBooks Online.

 

We appreciate your patience as we're working on this. Please let me know in the comments if you have any other questions.

LJGMARengifo
Level 1

American Express - unseen transactions

Hello,

 

I also have the same issue ever since the new and improved "American Express Connection"

 

In my AMEX tile, it says 45 transactions to review but in the "review" tab it shows nothing. Obviously it's a glitch, it's very frustrating and I already see it's been going on for two weeks. 

 

I've done it all - relinked - updated - cleared my cache - tried incognito mode - used a different browser - deleted the account and readded - nothing works.

 

 

Ashley H
QuickBooks Team

American Express - unseen transactions

Thanks for joining this thread, @LJGMARengifo.

 

At this time, we have an on-going issue where users are having this behavior with their American Express (AMEX) account in the Online Bank Feeds in QuickBooks Online. Rest assured, our Engineering Team is diligently working for a fix. To get updates about the resolution status, I recommend reaching out to our Online Support. This way, they can add you to the list of affected users and provide this investigation number for easy tracking: INV-46077. Here's how to get in touch:

  1. Sign in to your QuickBooks Online account.
  2. Press on the (?) Help button in the top-right of the page, then Contact Us.
  3. Type in your question or concern in the Description Box then hit Let's Talk.
  4. Choose how you want to get contacted.

You'll hear from an agent shortly. Once connected, the agent will perform some further troubleshooting and place you on the list.

 

Thank you for your patience while we work for a fix. Keep in touch if you need any more assistance. I've got your back. Have a good day.

 

 

 

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catfishheads
Level 1

American Express - unseen transactions

Same. Tried everything you tried. 13 transactions for review but nothing appearing.

Mark_R
QuickBooks Team

American Express - unseen transactions

Thank you for joining the thread, @catfishheads.

 

Currently, our product engineers are still coordinating with American Express (AMEX) to get this fixed. Rest assured, we'll get back to this post if we receive any updates from them.

 

To ensure you'll get an update about the resolution status through email, I'd recommend contacting our Phone Support Team. This way, they can add your company to the list of affected users and provide this investigation number for easy tracking: INV-46077.

 

You might want to check out this article to learn how to match transactions: Categorize and match online bank transactions in QuickBooks Online.

 

Thank you for your patience while we work for a fix. Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

MigrateJG
Level 1

American Express - unseen transactions

Weeks ago I determined that while American Express transactions for one employee's card are download, transactions for a second (2 of 2) stopped - I know the exact date. 

I called QB support to report the problem, and they simply added me to a list of customers reporting the issue. 


I need this issue resolved before end of 2020 as it will effect expenses for tax reporting.

MaryLurleenM
Moderator

American Express - unseen transactions

The issue has been resolved, MigrateJG.

 

I recommend contacting our QuickBooks Online support again. They can check your account further and see why you're still experiencing the bank error.

  1. Click Help.
  2. Select Contact Us.
  3. Enter American Express Missing Transactions in the What can we help you with? field.
  4. Click Let's talk.
  5. Select Get a callbackStart messaging, or Call us.

You can read this article to learn more about our support hours and types: Support Hours and Types.

 

To make sure that you're up to date on your bank transactions, you can manually upload transactions into QuickBooks Online.

 

I'll be here if you have other questions. 

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