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tatiana
May 1, 2020
Question

Amex update data file via file upload - how to do it without uploading excel files?

  • May 1, 2020
  • 1 reply
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Amex update data file via file upload - how to do it without uploading excel files?
Before it used to work perfectly so the transactions would show up automatically and then it slopped from Mid March. Is there only one option - to upload the Excel manually from now on? or maybe there is another way to fix it?
 
 

1 reply

A
Ashleigh1
May 1, 2020

Hello Tatiana, 

 

The connection would have stopped working due to the new open banking that has come out which Amex is currently not on and our engineers are working with the bank to get them on, we don't have a time frame of when the connection will happen. 

 

The only way to get your transaction into the banking page in Quickbooks is via a CSV upload which has to be done through excel.  

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