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jp3biz
February 7, 2024
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American Express QBDT for QBD for Mac

  • February 7, 2024
  • 1 reply
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Greetings Community -

I am the sole user on QB for Mac Plus 2024, Version V23.0.2 R3.2, Build 528. The settings say that I am up to date. I have used QBD for Mac since ~2010. In late November 2023, I upgraded from QB 2023 to 2024, and since then have not been able to connect to my American Express credit card account which is used for business spending only. I get Error 571. 

 

I have tried repairs that I have gleaned from conversations started by non-Mac users from companies of various sizes. First, I disabled Online Banking for the American Express account in order to re-establish the connection. See the attachment for the results. I tried to set up a new American Express account and had the same results. I then set up a dummy company and had the same results. I thought to start importing files through Web Connect, but my Amex account only has pdf for print as an option.

 

I would like to get back to QBDT which was working so well until the upgrade. I think that I must be missing some little setting somewhere. I have tried to call QuickBooks and was asked to leave a callback number because volume was so high - my calls are not returned. I am not sure what to do at this point except to appeal to the Community. I am happy to answer questions to fill in any gaps. Thoughts anyone? 

 

Thank you :Jay

Best answer by jp3biz

Greetings JanbonN/QBT - I contacted American Express who said that they were not aware of any issues. They directly connected me with a Quickbooks representative. After sharing my screen and watching the results of my attempt to connect, they asked that I use the selection 'American Express Delegate" (not American Express QBDT or American Express). This worked, and I have re-established the connection. The representative said that QB was aware of the issue and working with American Express; i.e. neither company said that they had a problem but were working to resolve it. So it goes. I am happy to have it fixed. Thank you :Jay

1 reply

J
JanbonN
February 7, 2024

Thank you for the thorough details you've shared, @jp3biz.

 

To begin, I suggest contacting your bank to check if everything is good on their end. Ask if the connection with QuickBooks is working fine. If your bank verified that everything is fine on their end, let's turn off the pop-up blocker of your Safari browser since QuickBooks for Mac uses the browser as a landing page when launching the connection, and there may be pop-up blockers enabled on your web browser which is preventing them from completing the setup or proceeding.

 

After doing all of this and the problem continues, I encourage contacting our customer support team to further investigate the issue at hand. 

 

Here's how to reach them:

 

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

 

After sorting this out, ensure to reconcile your accounts to keep them accurate and up to date.

 

Let me know if you need further assistance with connecting your bank in QuickBooks. I'll be here to lend a hand. Take care.

J
jp3bizAuthorAnswer
February 8, 2024

Greetings JanbonN/QBT - I contacted American Express who said that they were not aware of any issues. They directly connected me with a Quickbooks representative. After sharing my screen and watching the results of my attempt to connect, they asked that I use the selection 'American Express Delegate" (not American Express QBDT or American Express). This worked, and I have re-established the connection. The representative said that QB was aware of the issue and working with American Express; i.e. neither company said that they had a problem but were working to resolve it. So it goes. I am happy to have it fixed. Thank you :Jay

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