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Banking
I know it can be difficult when you can't see the AMEX Business Checking on the list, erkjghfsdlfjhgdsjklgsdkjh. I'm here to assist you with that.
The American Express is now available under Open Banking. Since you can't find the AMEX Business Checking on the list, make sure that you're using the correct URL when searching it. Here's how:
- From the Banking menu, select Connect account.
- Enter the bank's URL.
- Look through the results to find your bank.
If you still can't connect, I'd suggest requesting support from your bank. I'll guide you how:
- Go to the Banking page and select Add account.
- Search for the name of your financial institution. If QuickBooks is unable to find your bank, you'll get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you'll be given tips to locate your bank.
- Select the Request support for your bank.
- Enter your bank's name and web address (URL) in the field provided, then select Request.
In the meantime, you can manually download and import your bank transactions into the program. This helps you start working on your bank data. Please see these articles for the detailed steps:
- Format CSV Files in Excel to Get Bank Transactions
- Manually Upload Transactions into QuickBooks Online
Additionally, I've included this article that'll help you review and categorise your bank transactions in QuickBooks Online. This ensures your books are always accurate: Match Online Bank Data.
I'm only a few clicks away if you need assistance managing your bank transactions in QuickBooks, erkjghfsdlfjhgdsjklgsdkjh. It's always my pleasure to help you out again.