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accounting50
Level 1

I have several AMEX charges not showing in For Review tab for my linked AMEX card? Any ideas? how often does this happen?

 
7 Comments 7
HoneyLynn_G
QuickBooks Team

I have several AMEX charges not showing in For Review tab for my linked AMEX card? Any ideas? how often does this happen?

Hello there, @accounting50.

 

Thank you for reaching out to us about your missing transactions with AMEX. I can help you add your transactions.

 

There’s currently an ongoing investigation about AMEX charges not showing in the For Review tab. While our online banking team is working with your financial institution to resolve this, you can use the WebConnect feature to get your transactions in QuickBooks Online (QBO):

  1. Log in to your bank's website and download the bank transactions.
  2. Log in to your QuickBooks Online account.
  3. On the Banking page, click Update drop-down.
  4. Choose File Upload.
  5. Click Browse to select a file to upload.
  6. Choose the file.
  7. Continue the prompts.

 

I also recommend getting in touch with our Customer Care Team. They can add you to our list of affected users, and you'll receive an email notification once an update is available.

 

Let me know if there's anything else you need about banking. I'm still here to help you more. Have a good one!

GilroyKilroy
Level 1

I have several AMEX charges not showing in For Review tab for my linked AMEX card? Any ideas? how often does this happen?

I am having this too. It started happening about 2 months ago and has not been resolved. I spoke with tech support and they just had me reset data and try again. Well that didn't solve the issue. Manually downloading txn's results in duplicates of all the main card txn's and is not a workable solution.

 

What is going on? If QBO can't get this right there is no reason for me to stay with QBO since there are a lot of other accounting solutions that will work with manual downloading txn's.

 

Mark_R
Moderator

I have several AMEX charges not showing in For Review tab for my linked AMEX card? Any ideas? how often does this happen?

Hi @GilroyKilroy,

 

This isn't the kind of service we want you to experience. And I personally want you to get the missing transactions for them to show in your bank feeds.

 

I've got an update from our engineers that it'll take up to 10 calendar days for the AMEX transactions to sync with QuickBooks. But if the transactions are more than the expected days, you'll need to manually update your AMEX transactions. Here's how:

 

  1. From the left menu, click Banking.
  2. At the upper right side of the page, click Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

I've got you an article for more details: How to Manually Update Bank Accounts.

 

Also, for duplicate transactions, you can exclude and delete them to entirely remove them from your books. For your visual reference, you can visit this video tutorial: https://www.youtube.com/watch?v=xiiaz0qLEBo

 

If the issue persists after the manual update, I encourage reaching out to our Technical Support Team again. This way, they can further investigate this matter and help you from there.

 

You might also want to read this article to learn how to match bank transactions: Download, Match, and Categorize your Bank Transactions in QuickBooks Online.

 

Please feel free to leave a reply below if you have further questions. The Community and I are always here to help.

logochef
Level 1

I have several AMEX charges not showing in For Review tab for my linked AMEX card? Any ideas? how often does this happen?

I feel the exact same way, and am having the same issues with missing AMEX transactions.

Did you ever get this resolved?

MaryGraceS
Moderator

I have several AMEX charges not showing in For Review tab for my linked AMEX card? Any ideas? how often does this happen?

Hello there, @logochef.

 

Let me share additional information about how QuickBooks Online (QBO) downloads transactions from American Express accounts. 

 

QBO downloads new American Express transactions 2 or 3 times a week instead of every night. If you need them sooner, you can manually download your latest transactions as suggested by Mark_R.

 

If you get the same result after the manual update, sign in to your bank’s website to check for alerts or any announcements which can potentially block QuickBooks from downloading new transactions. If you updated anything on your bank’s website, like your account number, username, or password, update QuickBooks as well.

 

Then, if you encountered error messages, please refer to this article and go directly to Step 3: Fix specific download errors. This link provides commons errors you'll encounter and their steps to resolve them.

 

However, if you're trying to download American Express Open transactions, we have opened a new investigation with regards to the connection of the app. Since there's no workaround yet, I recommend contacting our Support Team so they'll add you to the notification list of affected users. 

 

Here's how:

  1. From the Help ? ) icon, click Contact us
  2. Enter your concern about AMEX bank connection.
  3. Then, click Let's talk
  4. You have the option to Start a message or Get a callback from us. 

We'll be sending email updates once fixed.

 

 Thanks for your patience. Please know the Community has your back if you have any other questions. Have a great day. 

Daniel Kaufman
Level 1

I have several AMEX charges not showing in For Review tab for my linked AMEX card? Any ideas? how often does this happen?

I also have thousands of dollars of Amex charges from 6/2021-9/2021 not showing for review.  Customer service said this would be fixed this week with an update but that update has come and gone and they still aren't showing.  I really need help!!  

AbegailS_
QuickBooks Team

I have several AMEX charges not showing in For Review tab for my linked AMEX card? Any ideas? how often does this happen?

I can see the urgency of getting this issue resolved. @Daniel Kaufman

 

Since you're still not getting any fix. I'm here to point you to the right department that can further assist you. 

 

You can call our phone support team so they can investigate why you're still experiencing this. They have the tools to pull up your account in a secure environment. Here's how to reach them.

 

To contact them, follow the steps provided by my colleague @MaryGraceS. You can also refer to this article for more information:  Contact the QuickBooks Online Customer Support team.

 

Also, missing transactions happens if there are connection issues with your bank account during the periods or potential background issue during the download. 

 

After the download, you'll want to match and categorize your bank transactions: Download, Match, and Categorize your Bank Transactions in QuickBooks Online.

 

Please let me know if you have any other concerns. I'd be happy to help.

As always please let me know how this goes or check back if you need help with QBO. Have an awesome day!

                                                                                                                                                                

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