Welcome to the Community, ematalon.
I did some research on my end and don't see that we have any ongoing investigations about issues with uploading American Express bank transactions into QuickBooks Online. However, there are reasons this process can sometimes not work. I'll help you go over some of these and try to find where the problem is. To verify I fully understand what's happening, do you see any errors when you encounter this?
When downloading the data from your financial institution, they allow the user to choose a data range so that all information contained within the selected period is present within the file you're provided with. Be sure to verify the dates you've chosen contain all of the info you want to import into your books. If the request doesn't include all days you need, some transactions will be missing when you upload them.
There are three file types which can be imported into QuickBooks Online. These are CSV, QBO, and QFX files. Confirm that you're using one of these kinds, otherwise the file won't transmit properly when uploading is initiated. It's recommended to use the .QBO file format if your bank provides this as an option. These are already formatted for the platform. If your file isn't already in the correct formatting, you can reformat, then upload it.
There's also some size limitations when importing information like this. The maximum file size is 350 KB. If your file exceeds this amount, you could try shortening the date range when downloading the transaction data from your bank.
Here's a couple resources that may be helpful to you:
I'll be here to help if you have any questions. Have yourself a wonderful day!
I am not looking for help on how to upload a file into QuickBooks. I received a "Banking Alert" message about QuickBooks working with American Express to fix the connections. When I click the Update button, no transactions are downloaded for review in QuickBooks. You can have our representatives add you to the investigation number INV-25254. Once added, you'll get live email notifications when an update is available.
I received a "Banking alert" message that QB is working with American Express to fix your connection. Has this been resolved? I would QB to add me to the investigation number INV-25254. Once added, you'll get live email notifications when an update is available.
I'm happy to inform you that this investigation (INV-25254) was already tagged as closed and resolved. That said, American Express should upload transactions to QuickBooks seamlessly as before.
For now, we can close and re-open QuickBooks to start fresh. Then, go to the Banking page to review your bank transactions. If the charges/transactions still aren't uploading, we can update your bank manually.
If that doesn't make a difference, I suggest reaching out to our Support Team so a representative can check this more closely. To contact support, tap on Contact us from the Help menu.
Just in case you need an additional reference about banking in the future, check out this article.
Please post again in the Community if you have additional concerns. I'm here to keep helping. Take care!
The error is not yet fixed. I still get the Alert on the Banking tab. When will this be (really) fixed? Should we call Amex? On which side is the malfunction occurring?
See attached error alert from today, July 10. Outage is nearly one month old now. Doesn't appear to be getting any attention.
Hi there, @gstuart.
As of now, our engineers are still working with American Express to resolve this issue. Also, we're not given any specific timeline when will the issue be fixed. rest assured that you'll be notified for any updates related to this issue.
If you haven't contacted our phone support yet, I recommend reaching out to them. This way, they can add your account's details to the list of the affected users. They will also notify you via email once a fix becomes available.
In the meantime, we can import your bank transactions to QuickBooks Online (QBO) using Excel CSV (comma-separated values) files. After the import, you can enter any additional information, such as the category and payee for a transaction, on the For Review tab on the Banking menu or Transactions menu.
In addition, you'll want to categorize these transactions to easily review them in QuickBooks.
I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.
I appreciate your time joining this thread, Lily.
I've checked our records and found that the investigation has been resolved. You'll want to update the bank to refresh the connection by following these steps:
Here's a sample screenshot for a visual guide:
If you're getting some errors, you'll want to check this article to see the specific error and the steps on how to resolve it: What to do if you see a bank error or bank transactions won’t download. Go to the Fix specific banking errors section located at the bottom.
Otherwise, reach out to our Customer Care Team to further investigate why you're still experiencing the same issue. Before doing so, please check our support hours here. Then, follow these steps:
If you have the new QuickBooks Assistant help update, you can follow these steps:
If there's anything else I can help you with, please post a reply on this thread and I'll get back to you as soon as I can.