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April 22, 2021
Question

Update American Express statements - all 2020 for Reconciliation

  • April 22, 2021
  • 1 reply
  • 0 views

Hi QB forum,

 

I need my 2020 American Express statements 'updated' for reconciliation please.  They were not auto-added, I can only view 2021 statements.

 

Thx ny

1 reply

MariaSoledadG
April 22, 2021

Let me share with you some information on how QuickBooks Online download your bank transactions, TheNonyanon.

 

QuickBooks Online connects to thousands of financial institutions so you can automatically download bank transactions. When you first connect your account QuickBooks downloads the last 90 days of transactions. You can manually update your bank transactions to refresh the connection. To do this, you can follow the steps below.

  1. Go to the Banking menu at the left pane.
  2. Click on the bank account that you're working with.
  3. Select on Update
  4. If asked, enter your Multi-Factor Authentication (MFA) credentials. Then press on Continue update.

If it's not updating, try disconnecting the account to double-check if this is a connection-related issue. Here's how:

  1. Go to the Banking menu. Then select the Banking tab.
  2. Select the tile for the bank account.
  3. Select the pencil ✎ icon, then select Edit account info.
  4. Select the Disconnect this account on save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
  5. Select Save and Close.

Then, reconnect the account afterward. If the same thing happens, I recommend contacting our support team so they can double-check what's happening. They also have the necessary tools to further assist by performing some steps to fix this and do a screen share. To do this, you can follow the steps below:

  1. Select the Help menu.
  2. In the Assistant window, enter Talk to a human.
  3. Enter your brief concern in the field.
  4. Type in/click I still need a human until you see the Get help from a human option.
  5. Choose a way to connect with our support.

In the meantime, you can manually upload your bank transactions and upload them in QuickBooks to keep up with the latest transactions proceed with your reconciliation. Please visit this article for your guide: Manually upload transactions into QuickBooks Online.

 

If there's anything else that you need help with updating your bank transactions, please let me know so we can get back to you.