I am hoping someone has come across this. I am running Quickbooks Pro 2016. If I go to Bank Feeds > American Express and then enter my Amex credentials it show both my personal and business American Express cards. The problem is it does not see my Amex account in my chart of account list even though it is there.
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Just a heads up. Today on the AMEX website I went to download my current credit card activity into MS Mooney and received the message "QBO and QFX file types are unavailable for download at the moment, but CSV and PDF are available for use."Typically to transfer the information into MS Money, I download the QFX file, change the file format to OFX and save the file. While most banks allow both nightly downloads and manual updates, American Express has different limitations when downloading transactions. We can manually update to refresh the connection between bank and QBO. Here’s how: 1. Click Banking from the left pane. 2. Select Update in the upper right of the screen. 3. 3. The American Express® Business App and Connect to QuickBooks® are two separate business tools available with Business Cards from American Express that were created to work together. American Express is not responsible for the completeness or accuracy of receipts displayed in your QuickBooks. You must enroll in Connect to Quickbooks from Connect to American Express OPEN is a feature of American Express Business Cards that, once you are enrolled, your Card transactions are automatically transferred to your QuickBooks® Online Learn how to connect your American Express Open Business cards so you can download your recent transactions. Online Banking (also known as Bank Feeds) is one of QuickBooks Online’s most helpful and time-saving features. If you connect an account, QuickBooks automatically downloads and categorizes your bank and credit card transactions for you. The Amex site has also disabled quicken downloads. From the Statements and Activity tab on americanexpress.com: "QBO and QFX file types are unavailable for download at the moment, but CSV and PDF are available for use." Amex told me on Sunday it was temporary. It is, however, going on too long IMO. Method #1 – Web browser and the American Express website; Method #2 – Within QuickBooks Under bank feeds; Either way, you would download a transaction via a (.QBO File) to be saved on your computer. Then, import that (.QBO file) into your QuickBooks® company file. Usually, this would be 30, 60 or 90 days’ maximum worth of transactions.
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How to Download American Express Bank Feeds Into QuickBooks Unable to Download Web Connect File From AMEX — Go Get Geek! Setting up a client for AMEX bank feeds in BankLink Practice
