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November 27, 2023
Question

American Express QBDT Bank Feed not working for almost a week

  • November 27, 2023
  • 8 replies
  • 0 views

What is up with this?  I called tech support and they said there was a known issue and they were working on it and that he would email me once complete.  I did not get a warm and fuzzy feeling from that call that this was accurate info or that I would get a email or that it would just start working again.

 

Anyone else having issues? 

8 replies

November 27, 2023

I appreciate you letting us know about the issue you experience when managing online transactions from AMEX bank, l00semarble. Thanks for reaching out here, I've come to provide troubleshooting solutions to help rectify possible errors with your online bank feeds.

 

Beforehand, may I know what specific banking error you've received when handling online entries from your bank? What tasks were you trying to achieve when working with American Express QBDT bank feed? You can also share screenshots to help us identify further and have a visual reference on your concern. Any additional information is much appreciated.

 

Usually, issues you receive when using Bank Feeds in QuickBooks Desktop might be a problem with your bank's end or server. Here are some similar reasons for this:

 

  • You have pending alerts on your online bank account that you need to acknowledge.
  • Your bank changed its service offering to Web or Direct Connect.
  • You have an inactive bank account in QuickBooks that has online banking.
  • Your bank’s info isn’t updated on the Financial Institutions Directory (FiDir) in QuickBooks.
  • There might be a problem with their servers.

 

With this, I recommend securing a backup copy of your company file and matching any pending downloaded transactions. Then, you can download bank feed transactions in a test company file to verify your bank's servers. To do this:

 

  1. Open QuickBooks.
  2. Go to the File menu, then select New Company.
  3. Select Express Start or Start Setup.
  4. Set up Bank Feeds for the affected account.
  5. Try to download your transactions.

 

If you see the error, there might be a problem with your banking institution. If you haven't received any error notification, you can refer to this article for more detailed insights: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop. It includes information on how to fix common banking issues in QuickBooks bank feeds.

 

Moreover, I'll be adding this guide to help you review and categorize banking entries in your account: Add and match Bank Feed transactions in QuickBooks Desktop. Once ready, you can start reconciling them to make sure your accounts match your bank and credit card statements.

 

I'll be looking forward to any queries you may have when managing bank transactions in your account. Just leave a reply below, so I can get you covered. Keep safe and have a good one!

November 28, 2023

Bank feeds just stopped working last week.  I have had this problem in the past and was told to disconnect the bank feed and re-enable it so I attempted to do this.  

 

When attempting to set up bank feed it gets to the point that it asks for my American Express username and password which I have and I know they are correct as they work to log into americanexpress.com

 

But in bank feeds when I enter password and click to log in it hourglasses for a moment and then does nothing.  Just sits there at the login screen. 

Clark_B
November 28, 2023

Hi there, @l00semarble.

 

I recognize the importance of connecting your bank to QuickBooks Desktop (QBDT). Let me provide information and a workaround to resolve this issue.

 

Currently, there's an ongoing investigation (INV-95655) linked to your concern. Rest assured, our product engineers are working diligently to find a resolution for this issue. As a workaround, If your bank does not offer a direct connection, you can download a .QBO file containing your company's transactions from your bank or credit card and then import that file into QuickBooks to add those transactions to your accounts.

 

If your bank offers Web Connect:

  1. From Banking, select Bank Feeds, then Import Web Connect Files.
  2. Select the .QBO file you saved, then select Open.
  3. When asked to select your bank account:
  • Use a QuickBooks account that exists if the account you're importing transactions into is already set up in QuickBooks.
  • Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.

      4. Select Continue. You'll see a dialog box telling you that the data has been successfully read into QuickBooks. Select OK.

      5. Go to the Bank Feeds Center to review your transactions.

 

You can also check this article for more detailed steps: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

 

In addition, I also recommend contacting our live support to add your account to the affected user list. Just provide an active email address, and the investigation number INV-95655 to be notified through email: Contact QuickBooks Desktop Support.

 

Moreover, I'll be adding this guide to help you match your bank and credit card statements: Reconcile an account in QuickBooks Desktop.

 

If you need any further assistance with the workaround for Web Connect or contacting support, please don't hesitate to leave a comment below. We're always available in the QuickBooks Community.

November 28, 2023

@l00semarble 

You can use csv2qbo converter tool for the time being. It's $60 one time license.

https://www.moneythumb.com/?ref=110

 

 

November 28, 2023

Mine has been down also,  Right networks told me to put in a ticket with QB and reference INV-95655 as there is a known issue.  Now if only I can figure out how to do that.

November 28, 2023

Hi there, @Traxman.

 

I understand the importance of connecting your American Express card to QuickBooks Desktop. Our engineers are currently investigating a solution to this issue, but in the meantime, I can guide you through a workaround to download your transactions to QuickBooks. You'll need to download a web connect (.QBO) file from your bank's website and import it manually to QuickBooks.

 

Here's how:

 

  1. From Banking, select Bank Feeds, then Import Web Connect Files.
  2. Choose the web connect (.QBO) file you saved, then select Open.
  3. When you are asked to choose your bank account:
    • Use a QuickBooks account that exists if the account you're importing transactions into is already set up in QuickBooks.
    • Create a new QuickBooks account if the account you're importing transactions into still needs to be in QuickBooks.
  4. Select Continue. You'll see a dialog box telling you the data has been successfully read into QuickBooks. Select OK.
  5. Go to the Bank Feeds Center to review your transactions.

 

After reviewing the transactions, you can also learn how to add and match them.

 

Let us know by commenting below if you have further questions about QuickBooks Desktop Bank Feeds. I'd be glad to assist you anytime.

November 28, 2023

I'm having the same issue. Does anyone have an update?

 

November 28, 2023

Let me provide some updates about the investigation, @tlz626

 

Upon checking, the investigation is still in progress. We don't have a specific timeframe for when it gets resolved. Rest assured, our product engineers are actively working towards a resolution. 

 

Also, I recommend contacting our Support Team. This way, you'll be listed as one of the affected users and you'll be timely notified about the course of this investigation. 

 

Here's how: 

 

  1. Go to Help, then choose QuickBooks Desktop Help/Contact Us.
  2. Select Contact Us.
  3. Provide a brief description of your issue, then hit Continue.
  4. Sign in to your Intuit account, click Continue, then Continue with my account
  5. We'll email you a single-use code. Enter your code and select Continue.
  6. Choose to chat with us or Have us call you

 

For us to ensure you can reach the support team, check out their support hours to determine their availability.  

 

In the meantime, we can follow the workaround shared by my colleagues above to download your transactions to QuickBooks Desktop (QBDT). 

For more details about manually downloading your transactions to QBDT, visit this article: Download bank feed transactions in QuickBooks Desktop

 

In addition, I'll add this article about categorizing your downloaded transactions: Add and match Bank Feed transactions in QuickBooks Desktop

 

For further concerns or clarifications about the investigation, please don't hesitate to drop a comment below. Stay safe! 

December 1, 2023

I have the same issue - In the past I think I've had to reconnect online banking and it was easy.  oddly enough the american express connection to my Quicken needed to be reconnected right around the same time (almost two weeks ago at this point?) when I was struggling with my Quickbooks connection - and the Quicken re-connection went smoothly - same process as far as the program opening a browser window to American Express QBDT... same login window (by all appearances) - smooth - no problem took a minute or two.  Meanwhile still struggling w reconnecting Quickbooks (Mac Desktop)... see screenshot attached - I get a different code (lower right) each attempt - I've cleared cookies, logged on the American Express directly all good but whatever I try I get this same "we're sorry" result - different code each time.   I will now await the standard response which will not be satisfying - but nice to know some one or some thing is working on the problem...  a FIX would be satisfying.

December 6, 2023

Please post an update on this case.

Clark_B
December 6, 2023

Hello there, @JG888.

 

Upon checking, the investigation is still in progress. We don't have a specific timeframe for when it gets resolved. However, please rest assured, our product engineers are working diligently to find a resolution for this issue. 

 

I understand the importance of connecting your bank to QuickBooks Desktop (QBDT). For now, we can do a workaround if your bank does not offer a direct connection, you can download a . QBO file containing your company's transactions from your bank or credit card and then import that file into QuickBooks to add those transactions to your accounts.

 

If your bank offers Web Connect:

 

  1. From Banking, select Bank Feeds, then Import Web Connect Files.
  2. Select the.QBO file you saved, then select Open.
  3. When asked to select your bank account:
  • Use a QuickBooks account that exists if the account you're importing transactions into is already set up in QuickBooks.
  • Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet.

       4. Select Continue. You'll see a dialog box telling you that the data has been successfully read into QuickBooks. Select OK.

       5. Go to the Bank Feeds Center to review your transactions.

 

You can check this article for more detailed steps: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

 

In addition, we recommend that you contact our live support to have your account added to the list of affected users. Simply provide an active email address and the investigation number INV-95655 to be notified through email: Contact QuickBooks Desktop Support.

 

Moreover, I will also include a guide to assist you in matching your bank and credit card statements: Reconcile an account in QuickBooks Desktop.

 

If you need further assistance with Web Connect or contacting support, leave a comment below. We're always available in the QuickBooks Community.

December 10, 2023

I am affected, too. 

December 23, 2023

Yes, I have had that problem specifically with America Express Credit Cards. AMEX is limited with help they as far as acknowledging Amex Account are approved to Bank Feeds. I use QuickBooks Desktop Accountant version. Now it needs to be resolved by intuit. Previously it was ultimately resolved with an intuit quickbooks support tech on a phone conference with me and an AMEX rep (who stood by in silence) the tech new the problem and when in killed on process and activated another and it worked. He knew what to-do, I remember that .... now that I have put a new computer in service, installed all  software, etc to run my business again the AMEX Bank Feeds are not working ...... bottom line we need this fixed asap - I'm looking for Q&A Intuit QuickBooks info re: this problem because thru QuickBooks Amex says it's all set to work but when I initiate I get  an Hoops popup from Intuit/QuickBooks that says their working on this that it should work in a couple days. It never does so I like you needs a proper prompt serious response and an intuit QuickBooks rep online with me to fix it asap....... I run a serious business and nee support NOW! Thank you [email address removed].

 

JessT
December 24, 2023

Hi Twinnet,

 

I understand the urgency of your situation. It looks like the standard troubleshooting steps didn't resolve the issue with the AMEX bank feeds in QuickBooks Desktop.

 

It's clear that a more in-depth and hands-on approach is needed to fix this. Therefore, I recommend reaching out to our QuickBooks Desktop Support team tomorrow.

 

They can thoroughly investigate the issue and provide you with the necessary assistance to get your AMEX bank feeds working seamlessly again.

 

You can go back to this thread if you have other questions in mind.

December 24, 2023

JessT, thank you so much for your reply. I received your email and I will follow the links and threads and reach out to the support team, I’ll start now, and let them know that I have No path forward without further assistance & direction. Sincerely Daniel [email address removed] 
[Removed]

January 26, 2024

Well, they fixed it but never let us know.  You need to use American Express (Delegate) connection.  I found this randomly last week & it worked!  So much for all the tickets I filed - that system is broken for sure.

 

https://quickbooks.intuit.com/learn-support/en-us/help-article/credit-cards/connect-american-express-business-account-online/L0OKat8dF_US_en_US?uid=lrks000t