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April 29, 2020
Question

I unable to run last reconciled reports of American Express

  • April 29, 2020
  • 1 reply
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1 reply

MarsStephanieL
April 29, 2020

Hi there, @accounting355.

 

I'd like to know why you weren't able to reconcile your bank transactions with QuickBooks so that I can identify the cause and provide you specific resolution. For now, to trigger the connection between QuickBooks and your bank you can select the Update button in the Banking menu. Here's how:

 

  1. Go to the Hamburger icon and select Transactions or Banking menu.
  2. Click the Update button located on the top right corner of the page.

 

If you're not able to see the transactions from your bank after waiting a few minutes, you can manually enter your transactions in QuickBooks. Here's how to import your transactions to QuickBooks Online (QBO) :

 

  1. Log in to your bank website and download your transaction within the date range.
  2. Review the format to CSV, QFX or QBO file.
  3. Import the bank transactions by going to the Gear icon.
  4. Select Import Data and click on the Bank Data.
  5. Browse the bank transaction you want to upload.
  6. Verify and confirm.

 

For future reference, you can check out this article to guide you to categorize and match your bank transactions.

 

If you have encountered an error after matching your transactions, you can check out this article: Fix issues when you're reconciling accounts in QuickBooks Online.

 

Count me in if you need anything else. I'll be here to help. Stay safe.