PreciousB
Moderator

Banking

Thanks for coming back to the Community, ehughes133.

 

It's good to know that the Amex connection is now working in your QuickBooks Online (QBO). Let me share a workaround on how to bring in the one week worth of transactions into QBO.

 

You can manually upload these transactions using a WebConnect file. First, let's go ahead and sign into your bank's website and follow the online process for downloading transactions.

 

Once you're ready, then let's upload the file to your company. Here's how:

  1. Go to Banking on the left panel.
  2. Choose Banking at the top then click File Upload. If you’ve never connected an account, select Upload transactions manually at the bottom of the screen.
  3. Click Browse and choose the file you saved in Step 1.
  4. Click Next.
  5. From the QuickBooks account drop-down, select the account you want to upload the bank data and then click Next.
  6. If you're uploading a CSV file, you're prompted to select columns from the CSV file that match QuickBooks Online banking fields. Then, click Next when you're done.
  7. Select Let's go! or Finish depending on what you see.

That should help you bring the missing transactions. Let me know on how it goes. I'll be here if you need additional support about bank connection in QuickBooks Online or if you need anything else. Have a great day.