Is anyone else having trouble getting all of their Amex transactions to come through into QB Self?

Thank you for dropping by the Community today, kerthyfix-me-com.

Let's go over the information entered in your filters and manually add any missing entries to resolve the issue.

QuickBooks Self-Employed (QBSE) automatically pulls in entries from the last 90 days when you first connect a bank account. For transactions that are beyond the date range mentioned, manually upload them via CSV file.

If this is no longer a new connection (Amex), let's look at the account's filters. The date range and transaction type have an impact on how the data is displayed on the Transactions page.
 

Here's how it's done:

1. In QBSE, tap the Transactions tab on the left panel to see the entries tracked in your company.
2. From there, check the information set for the following: Type, Account, Date, and Tags.
3. Make sure that they're correct. For example, Account (American Express) or Date (This month).

If the Transactions page is correctly configured, import the missing transactions using a CSV file. After that, categorize them to properly track your income and expenses.

You can also use our online resources to help you with future QBSE tasks. It covers topics such as mileage tracking, banking-related activities, tax preparation, and forms, to name a few.

Feel free to return to the Community if you have any further banking concerns or questions about QBSE. I'd be delighted to assist you. Have a wonderful weekend!