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February 1, 2025
Question

What happened to American Express - QBDT in the list of direct connect banks

  • February 1, 2025
  • 1 reply
  • 0 views

My American Express direct connect transactions download stopped working. I followed the instructions to delete the online banking and establish it again. However, the institution I was using American Express - QBDT is no longer in the institution list. Which American Express entry do I use now?

1 reply

February 1, 2025

I appreciate your effort following the instructions to get your bank working again, Yar. Re-establishing a connection with your AMEX is vital to managing transactions conveniently. We can perform a few troubleshooting together to ensure a successful link.

 

The American Express Card QBDT is still supported, which you can use after we resolve your concern. Otherwise, you'll need to connect with the American Express Delegate provider if you're a Delegate User and Non-Account Holder authorized to connect accounts to Intuit products. Additionally, I'd like to know if you switched to Express Web Connect before deleting online banking and setting up the American Express Card QBDT. Your confirmation can help me provide accurate resolutions according to your situation.

 

Moreover, we can update your Financial Institutions Directory (FiDir) to get the latest information from your bank. Before doing so, create a backup copy of the company file to prevent accidental loss. After that, ensure you have a supported version of QuickBooks and the latest release by pressing F2 (or Ctrl+1) or Update available at the top.

 

Next, follow these steps to update the FiDir:

 

  1. Go to Banking at the top menu, hover your mouse over Bank Feeds, then Bank Feeds Center.
  2. Click Refresh account(s) or choose Sync all for this bank from the dropdown.

 

If you get the same result, refer to Solution 2 in this article to manually streamline each file location: Update the Financial Institutions Directory in QuickBooks Desktop.

 

Furthermore, check out Steps 3-4 outlined in this guide to continue with online banking services: Refresh your connection for Express Web Connect online banking. It includes the fixes for errors.

 

Once settled, utilize this reference to classify the entries to the correct accounts: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Linking the correct bank account guarantees that all transactions are recorded in QuickBooks accurately. Know that we're here to provide further assistance in tracking cash inflows and outflows. Have a productive weekend ahead.