LollyNino_C
QuickBooks Team

Banking

I acknowledge that this process may be challenging for you, @ubahn.

 

Let me offer you further insights and suggestions to resolve the issue with downloading American Express credit card transactions in QuickBooks Desktop (QBDT).

 

To help fix this, make sure to update QBDT to the latest release to have the latest features and patches. Also, ensure you're using a supported version of QBDT to prevent unexpected QuickBooks responses.

 

If you're not seeing any changes despite doing those actions, I recommend reaching out to our Customer Support team. They have the necessary tools and resources to examine your situation more closely and offer additional assistance.

 

Here's how:

 

  1. Open QuickBooks.
  2. Proceed to Help, then choose QuickBooks Desktop Help.
  3. Click Contact Us.
  4. Give a brief description of your issue.
  5. Select Let's Talk, and then choose a way to connect.

 

Once everything is settled, you can start adding and matching your bank feed transactions in QuickBooks Desktop: Add and match Bank Feed transactions.

 

Once ready, read this guide about handling your account balances in QBDT: Reconcile an account in QuickBooks Desktop.

 

Feel free to post again if you have more questions about managing your bank connections in QBDT. I'll be happy to lend a hand. Take care and have a good one!