I recognize the importance of loading all the transactions from your AMEX Business Checking account, Chris. Let's work together to fix this issue.
Did you receive any specific error messages? If so, you can share a screenshot of your screen for visualization.
QuickBooks automatically downloads new transactions when you connect your online bank accounts. Since you're not getting the transactions, it could be stuck. Thus, you can start a manual download to bring these transactions into the program. You can follow these steps to do so:
- Go to Transactions, then select Bank Transactions.
- Click Update.
If this doesn't work, the issue may be on the bank's end. You can check your bank's website. First, get the URL QuickBooks uses to connect:
- Go to Transactions, then select Bank Transactions.
- Select Link account.
- Find your bank and select it.
- Copy the URL listed for your bank.
- Sign in to your bank or credit card's website using the copied URL.
Once signed in, you may check your account for messages, notifications, or alerts. You may also look for any display issues as you navigate the website, which can block QuickBooks from downloading the new transactions. Lastly, check if there's an announcement about new security requirements.
Then, if everything is good, you can go back to the program and do the first step I provided.
You may also update your bank info in the program if you recently updated anything on your bank's website.
- Go to Transactions, then select Bank Transactions.
- Select the tile of the bank account, then click the Pencil icon.
- Click Edit sign-in info, then update them as needed.
I'll attach this article for more details on how to fix this: What to do if you get a bank error or can't download transactions in QuickBooks Online.
On the other hand, you can manually upload the transactions in QuickBooks as an alternative. Please know that once you import these transactions, they can be duplicated once QuickBooks automatically downloads them.
Furthermore, you can refer to these references if you want to manage your bank transactions:
Please don't hesitate to reach us if you require additional assistance in managing your bank accounts and transactions in QuickBooks. We've got you covered. Stay safe!
