Skip to main content
M
menotti
March 1, 2024
Question

American Express Business Checking QBO Support is broken

  • March 1, 2024
  • 1 reply
  • 0 views

When syncing with American Express Business Checking, all that is imported are the line item transactions but NOT the other critical metadata information.

 

For example, the Description from Amex will simply say "Online Transfer / Payment: Debit", but the details will include the "TO", which will be the actual recipient of the payment.

 

So when this is imported into QBO, all that is imported is the date and the description - literally every transaction then looks like a generic Debit or Credit, and need to be manually categorized 100% of the time.

 

I contacted both Quickbooks and Amex and they point the finger at one another. This is very frustrating as the companies cross promote regularly but the basic importing is broken and essentially useless. ( https://www.americanexpress.com/us/business/benefits/business-essentials/intuit.html )

 

Has anyone found a workaround?

1 reply

C
ChristieAnn 11
March 1, 2024

Hi there, menotti.

 

I appreciate you for sharing the steps you did to fix the issue. I can also see how important it is to show all the details from the imported transaction. Please note that we've received a similar issue about the missing descriptions for transactions from AMEX. I'll route you to the right support team to assist you further on this matter.

 

I recommend contacting our QuickBooks Support Team as they're the best support group for such inquiries as they can request account information. This allows them to document your concern and see the number of affected users on the said issue.

 

Here’s how to get in touch with them:

 

  1. Log in to your QBO account.
  2. Click the ? Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a brief discussion with your concern, then click Continue.
  5. Choose a way to connect with us.

 

 Please check out our support hours to ensure we can address your concerns promptly.

 

In case you need steps on how you can review your imported data by matching or adding them to avoid duplicate ones, you can read this article: Categorize online bank transactions in QuickBooks Online.

 

You can always add a comment below if you have any other concerns about managing bank data in QBO. I'm always here to help you further, menotti. Take care!

M
menottiAuthor
March 1, 2024

Thanks, I've already done this about a month ago. Is there an ETA on a fix? Both companies are pointing fingers at one another.

S
ShangY
March 1, 2024

Hello, menotti.
 

I understand the importance of resolving this issue promptly, so that you can import your bank transactions with complete details.
 

While there's no ETA for the fix, I can assure you that our product engineers are actively gathering more information for further investigation.
 

Once you've successfully imported all your bank transactions in QBO, you can scan through this article on how you can match your bank and credit card statements: Reconcile an account in QuickBooks Online
 

Please don't hesitate to leave a comment below if you have more QBO concerns. I'm here to support you 24/7. Take care!

Terms & ConditionsAccessibility statement