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November 20, 2022
Question

Hi im having problems connecting my Amex account to QB. Any ideas?

  • November 20, 2022
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1 reply

November 20, 2022

Let's go over some basic troubleshooting steps to reestablish your Bank of America account's connection, bankrkbedson.

 

Before we continue, I'd like to know if you encountered any errors while connecting to your Financial Institution (FI). This way, I'll be able to check our records to see if any cases have been reported.

 

While we wait for the information, let's manually update the account to refresh the connection. I'll help make sure you can do this in just a few clicks.


Here's how:

 

  1. Go to the Banking menu on the left panel and choose the Banking option.
  2. Select the blue tile at the top of your account and click the Update button.
  3. If you see a message about additional authentication, follow the on-screen instructions.

 

If you continue to get the same result, we'll have to log in to QuickBooks Online (QBO) and connect the account using incognito mode or private browsing. This prevents the browser from caching any data. The web pages will still download and be displayed as usual.

 

Here are the shortcut keys to bring up a private window:

 

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Firefox & Microsoft Edge
  • Command + Shift + N for Safari

 

If this works, go back to your regular browser and clear the cache to remove stored data and optimize its overall performance. If the issue persists, utilize other supported browsers to test if the one current one is damaged.

 

When you're able to download new entries, make sure to categorize them to the correct account to keep your records organized. This article will also show you how to troubleshoot bank feed errors: Open Banking connection errors

 

In case you need some related articles for managing your banking tasks, you can always visit our online resources for future reference. Simply choose the topic that suits your concern.

 

Feel free to visit the Community again if you have any other QuickBooks concerns or additional questions about the bank feed feature. I'll be glad to assist further. Enjoy your weekend.