Downloading transactions

Thanks for reaching out about your banking concerns, AVIDPgh. I'll provide some guidance to help you reconnect and successfully download transactions from American Express and Chase.

I've reviewed our records and I can see that there were previous investigations regarding this error when connecting accounts from these financial institutions. However, they have already been closed by our engineers.

Let me share the troubleshooting steps that can resolve common banking errors in QuickBooks Desktop.

First, ensure that the financial institution's list is up-to-date. While this list is automatically updated with the latest release, there are times when certain banks are not included. 

Follow these steps to manually update it:

1. Go to File, then Close Company.
2. Press both the Command button and the number 1 on your keyboard to display the Product Information window.
3. Select the Logging tab, then select Delete FiDir.
4. Close and reopen QuickBooks.
5. Open your company file, then go the Banking, then Online Banking Setup to try and reconnect to your account.

Second, create a test company if you continue experiencing the same error after manually updating the financial institution's list. Here's how:

1. Go to File and select New Company.
2. Create a name for the test file, then Save.
3. Complete the Create New Company wizard, then select Finish.
4. Add the account that was experiencing issues to the Chart of Accounts.
5. Set up Online Banking for that account.
6. Select Download transactions.

Here's an article about these steps for additional details: Fix Online Banking Issues In QuickBooks Desktop For Mac.

If you continue to have the same error, I recommend reaching out to our support team. They can take a closer look at the error and investigate what might be causing the problem. Here's an article with details on how to contact them: Contact QuickBooks Desktop Support.

Additionally, allow me to share these articles for further guidance when using the banking features in QuickBooks Desktop for Mac:

• Manage Renaming Rules For Payee Names In QuickBooks Desktop For Mac
• Disconnect Bank Feeds For An Account in QuickBooks Desktop

Feel free to reply to this thread or post a new question in the forum if you need any further assistance, AVIDPgh. The entire QuickBooks Team is always here to ensure that everything is taken care of.