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M
menotti
February 2, 2024
Question

American Express Business importing to Quickbooks is useless data

  • February 2, 2024
  • 1 reply
  • 0 views
I import my Amex Biz Checking transactions to Quickbooks but the only thing that comes over is the DESCRIPTION field, which has no useful information in it. The memo, payee, etc are not transferred over - this means every credit/debit is impossible to automatically categorize because they all look the same. Has anyone dealt with this?

1 reply

J
jeanbiverly_
February 2, 2024

Let me help you get past this issue, @menotti.

 

If you imported your transactions manually using a CSV file, please note that QuickBooks requires either a 3-column or 4-column format.

 

The 3-column format includes Date, Description, and Amount columns, while the 4-column format includes Date, Description, Credit, and Debit columns. For more guidance on checking the format of the CSV file, visit this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

However, if you synced your transactions directly from your bank, it's important to note that QuickBooks depends on the data they provide. You can contact your bank's support team to check the transaction syncing process and any ongoing issues.

 

Once you've imported your bank transactions successfully, you can use this guide to review them: Categorize online bank transactions in QuickBooks Online.

 

Leave a reply if you need additional help importing your bank transactions. We've got your back.

M
menottiAuthor
February 2, 2024

Thank you.

 

Regarding: "However, if you synced your transactions directly from your bank, it's important to note that QuickBooks depends on the data they provide. You can contact your bank's support team to check the transaction syncing process and any ongoing issues."

 

Believe it or not, I already contacted Amex, and they told me to contact Quickbooks 🙂

This is an issue between Intuit and Amex, and should be resolved between the two of you. The information transferred and received needs to be improved, and it is clear that I myself as a customer cannot resolve this.

 

I am happy to help write up the issue in more detail, but this should be escalated to the product/engineering team for resolution.

 

Thank you!

Candice C
Candice C
February 2, 2024

Hey, @menotti. 

 

I appreciate you reaching back out with your concerns. 

 

Since your bank is requiring that you speak with our Customer Support Team, here are the steps to do so: 

 

  1. Go to the Help icon in the top right-hand corner. 
  2. Click the Contact Us button. 
  3. Enter your question and hit Let's talk. 
  4. Scroll down and choose to Get a callback. 

 

They'll be able to escalate the issue if need be. 

 

Keep us updated on how the call goes. Have a wonderful day! 

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