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Banking
Hello, @ProGaitWays.
Let me share additional steps to help you update your AMEX bank transactions.
Here's how:
- Go to the File menu.
- Choose Utilities.
- Select Import.
- Click Web Connect Files.
- Select the QBO file you've saved, then select Open.
- When prompted to Select Bank Account, choose:
- Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks.
- Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks. Type a name.
- Click Continue.
- Go to the Bank Feeds Center to review your transactions.
You can refer to this article for more detailed instructions: Troubleshoot Bank Feeds Web Connect import issues and errors.
Also, you can use the Batch Enter Transactions tool. Just download your transaction directly from your bank's website and manually enter it in QuickBooks. For step-by-step instructions, you can check this article: Enter batch transactions.
Keep me posted if you have other questions. I'm just a few clicks away.