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January 13, 2021
Question

Is there any update on when Amex is going to have feed into QB?

  • January 13, 2021
  • 1 reply
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1 reply

MJoy_D
January 14, 2021

Thank you for reaching out to us, @alan29.

 

The process of integrating a new bank feed for Amex may take some time. Currently, QuickBooks is still working with financial institutions to provide Open Banking connections. In the meantime, you can manually download the transactions from the bank and then upload the file to your account.

 

You can bookmark this article for details when this is released: Understanding if you can upgrade your bank feeds to Open Banking

 

Download bank transactions:

  1. Go to your online banking account to get your file.
  2. Check or follow your bank’s instructions to get a copy of the data and then save on your computer.
  3. Ensure that the data range is at least one day before your oldest transaction to avoid duplicates.
  4. Please take note of the supported file format and size.  
  5. Download your transactions and save the file to your desktop.

To upload the file to your QuickBooks account: 

  1. Go to the Banking menu and select the bank where you’re uploading the transactions from the Banking tab.
  2. Click the Link account drop-down and select Upload from file
  3. On the window that appears, click the Browse button and choose the file that you’ll be downloading. 
  4. Click on Open, then Next.
  5. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then select Next.
  6. Click on Let's go. QuickBooks will now add the transactions to your account.

 

Check this article for more information: Manually upload transactions into QuickBooks Online. From here, you can now categorise and then reconcile the transactions.

 

Let me know if there's anything else that I can help about adding new bank connection. I'm always here to assist. Take care and have a great rest of the day!