Skip to main content
R
Richlips
October 11, 2024
Question

Pro Plus 2022 keeps losing connection to AMEX

  • October 11, 2024
  • 1 reply
  • 0 views

I have 2 companies in Pro Plus 2022, both with AMEX credit card accounts.  One company has maybe 30 transactions per month, and the date download works fine.  The other company has about 300 transactions per month, and every time I need to download transactions (once a month, when it's time to reconcile the statement), I have to disable the bank feed and set it back up.  When I hit "download tranactions" QB says that is it connecting, then says Connection Refreshed, but does not download anything.

1 reply

M
MirriamM
October 11, 2024

I'm here to get the help you need with your bank connection problem, Richlips.

 

To ensure we're on the same page, I'd like to confirm if you are experiencing any specific issues while using Bank feeds. Any additional details you can provide would be greatly appreciated.
 

To further investigate why your AMEX bank account is not downloading transactions, let's update your Financial Institutions Directory (FiDir) in QuickBooks Desktop. This should help resolve your issue and ensure that you have the most up-to-date information from your financial institution.
 

To get started, create a backup copy of your QuickBooks company file and update your QuickBooks Desktop to the latest release.

 

After that, let's update the FiDir. Here's how:

 

  1. Go to the Banking menu at the top.
  2. Select Bank Feeds.
  3. Choose Bank Feeds Center.
  4. Click the Refresh account(s) icon or choose "Sync all for this bank" from the dropdown.

 

If you encounter the same issue, you may need to manually update each file location for each QuickBooks version. For detailed steps and information, please refer to this article: Update the Financial Institutions Directory in QuickBooks Desktop.

 

To learn how to categorize and match your bank transactions, you can refer to this resource: Add and match Bank Feed transactions in QuickBooks Desktop.


Please let me know how this goes by leaving a comment below using the Reply option, Richlips. I'm here to help.

R
RichlipsAuthor
October 12, 2024

RE your item #4, I don't have a Refresh account(s) icon or "Sync all for this bank" from a dropdown.

M
MirriamM
October 12, 2024

Thanks for getting back to us and providing a screenshot, Richlips.

 

The Sync all for this bank can be seen from the dropdown beside the refresh icon. 



Based on the screenshot you provided, it seems that the dropdown button is not visible. The display or view settings on your QuickBooks Desktop (QBDT) account might be causing this display issue. To resolve this, let's adjust the QuickBooks DPI settings.


Here's how:

 

  1. Close QuickBooks Desktop (QBDT) and open the Windows Start menu.
  2. Type "QuickBooks" into the search.
  3. Right-click the QuickBooks icon and tick Open file location.
  4. In the folder, right-click the QuickBooks.exe file and select Properties.
  5. Go to the Compatibility tab and place a checkmark in the Disable display scaling on high DPI settings box. 
  6. Click Apply, then OK.
     

Once done, re-open QBDT to double-check. If the same thing happens, consider checking out this article and proceed to Step 2: Adjust your view preferences in QuickBooks section for more troubleshooting steps: Fix screen issues in QuickBooks Desktop.

 

If ever you encounter any issues regarding your company file, see this article for steps to fix: Fix data damage on your QuickBooks Desktop company file.

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back, Richlips. Have a great day.

Terms & ConditionsAccessibility statement