I'm here to get the help you need with your bank connection problem, Richlips.
To ensure we're on the same page, I'd like to confirm if you are experiencing any specific issues while using Bank feeds. Any additional details you can provide would be greatly appreciated.
To further investigate why your AMEX bank account is not downloading transactions, let's update your Financial Institutions Directory (FiDir) in QuickBooks Desktop. This should help resolve your issue and ensure that you have the most up-to-date information from your financial institution.
To get started, create a backup copy of your QuickBooks company file and update your QuickBooks Desktop to the latest release.
After that, let's update the FiDir. Here's how:
- Go to the Banking menu at the top.
- Select Bank Feeds.
- Choose Bank Feeds Center.
- Click the Refresh account(s) icon or choose "Sync all for this bank" from the dropdown.
If you encounter the same issue, you may need to manually update each file location for each QuickBooks version. For detailed steps and information, please refer to this article: Update the Financial Institutions Directory in QuickBooks Desktop.
To learn how to categorize and match your bank transactions, you can refer to this resource: Add and match Bank Feed transactions in QuickBooks Desktop.
Please let me know how this goes by leaving a comment below using the Reply option, Richlips. I'm here to help.
