Are there issues currently with Amex transaction not flowing into QBO? On ocassion I have gaps in the sync and have to manually reconcile to find the missing transactions

jatranstrum · ‎March 03, 2020

GlinetteC · ‎March 03, 2020

I've checked if there are similar reported issues but found none, jatranstrum.

This can happen when the connection between your bank and QuickBooks Online was interrupted which is causing the transactions to not sync properly.

We can start by manually updating our bank account on the banking page to help us locate those missing transactions. Here's how:

From the left panel, select Banking.
Select your bank account.
Click Update.

If they still don't show, we can manually import them using our WebConnect feature. Once it's successfully imported into QBO, we can then assign and categorize them.

Please let me know if you have any other concerns with managing your QuickBooks, I'll be here to help you out.

View solution in original post

GlinetteC · ‎March 03, 2020

I've checked if there are similar reported issues but found none, jatranstrum.

This can happen when the connection between your bank and QuickBooks Online was interrupted which is causing the transactions to not sync properly.

We can start by manually updating our bank account on the banking page to help us locate those missing transactions. Here's how:

From the left panel, select Banking.
Select your bank account.
Click Update.

If they still don't show, we can manually import them using our WebConnect feature. Once it's successfully imported into QBO, we can then assign and categorize them.

Please let me know if you have any other concerns with managing your QuickBooks, I'll be here to help you out.

dan-gonzales · ‎May 18, 2020

@GlinetteC, you replied "I've checked if there are similar reported issues but found none". First, we are having the same issue, looks like it's been happening for months! Second, looks like others are having the same issue ...

https://quickbooks.intuit.com/learn-support/en-us/other-questions/does-anyone-have-an-update-on-the-....

Rubielyn_J · ‎May 18, 2020

Hi there, @dan-gonzales.

Let me share some clarification about Amex not syncing properly to QuickBooks. The investigation number INV-25254 in the link you have shared is already closed.

Our product engineers had coordinated with American express and were informed that the Amex transactions were delayed in being pushed into QuickBooks. Also, for some instances, some transactions would be lost and manual intervention would be needed form Amex side to push the skipped transactions to QuickBooks Online.

If the transaction has been delayed for 10 days, you can reach out to our support team to report the issue. This way, our product engineers will be informed and get the issue resolve as soon as possible.

Here's how:

Click the Help menu at the upper right corner.
Select Contact Us.
Input a brief description of your concern, then choose Let's talk.
Select Get a callback.
Enter the necessary information on the boxes, then click Confirm my call.

Once done, you'll just need to wait for a representative on the line with you.

To add your bank and credit card accounts in QuickBooks Desktop, you can refer to this article: Connect bank and credit card accounts to QuickBooks Online.

Let me know if you have other questions. I'll be here to assist you. Have a nice day.

lcwong · ‎August 08, 2020

Unable to find the Banking tab on the left softcuts menu in Quickbook 2020 Desktop.

Please further provide direction.

I have not been able to download AMEX for months.

Thank you

GlinetteC · ‎August 08, 2020

Hi there, lcwong.

The Banking tab in the left navigation menu is for QuickBooks Online version. The Banking menu for the Desktop version of QuickBooks is located at the upper right top of your QBDT account. I've added a screenshot for your visual reference:

I'm including these links about on how to download transactions and reconcile accounts in QBDT:

Stay in touch if you need help with anything else. I'll be around to help. Happy weekend!

Topics

Training

Community

Resources

Are there issues currently with Amex transaction not flowing into QBO? On ocassion I have gaps in the sync and have to manually reconcile to find the missing transactions