Thanks for checking this with us, dpt1942.
Did you receive any error message while trying to download the transactions from your bank? Any information can help us determine the cause of the issue.
You can read this article to learn more about resolving bank transactions and connectivity issues: What to do if bank transactions won’t download or there's a bank error.
For now, we can use the WebConnect feature. This allows you to download transactions from your financial institution and upload them to QuickBooks. You can log in to the American Express website and follow the instructions on how to download them. Currently, these are our supported file formats:
- Comma-Separated Values (CSV)
- QuickBooks Online (QBO)
- Quicken (QFX)
- QBO format.
Check out this link in case you'll receive an error message: Fix online banking errors in QuickBooks Online.
Just in case you want to categorize your downloaded transactions, feel free to check out this article for more guidance: Assign, categorize, edit, and add your downloaded banking transactions.
Don't hesitate to drop a comment below if you have other questions. I'm more than happy to help. Take care!
