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lhfan1
Level 1

For some reason there is a few days of missing data when my Amex automatically downloaded. How do I download missing data in a specific date range from m credit card? T

 
1 Comment 1
Kristine Mae
Moderator

For some reason there is a few days of missing data when my Amex automatically downloaded. How do I download missing data in a specific date range from m credit card? T

I will help you get the transactions downloaded, lhfan1.

 

First, let's manually update the credit card account in QuickBooks Online. Here's how:

  1. Click Banking.
  2. Choose Banking.
  3. Choose the credit card account.
  4. Click Update

If the transactions are still not downloading, let's import them using WebConnect. Here's how:

  1. Sign in to your financial institution's website, then follow the instructions on how to download the transactions on your computer.
  2. Choose the transactions, then choose the date range.
  3. Open QuickBooks Online.
  4. Go to Banking, then choose Banking.
  5. Choose the credit card account, click the Update drop-down arrow, then choose File upload.
  6. Click Browse, choose the file, then click Open.
  7. Click Next, choose the account, then click Next.
  8. Map the fields, then click Next.
  9. Choose the transactions to import, then click Next.
  10. You'll be prompted to import the transactions, click Yes, then click Let's go!

We're here if you have other concerns. Have a good one! 

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