Let me assist you and direct you to the appropriate channel that can address your banking concern on time, Neekoy.
The first time you connect your bank to QuickBooks Online (QBO) it automatically downloads the maximum number of entries. Depending on the Financial Institution (FI) they can give you up to a year of historical data. Some banks let you download the last 90 days of transactions.
Since the data we receive is dependent upon what your bank sends to us. I still recommend contacting American Express to assist you in bringing the transactions into QBO (01/01/2022). This way, you'll no longer have to manually enter them. Otherwise, you'll have to import the entries via CSV.
Regarding your online banking connection, I recommend contacting our QBO Care Team. One of our agents will conduct extensive troubleshooting steps to determine why only a few entries were imported into the online program. Reaching out to them ensures that your bank feeds continue to function normally and that complete transactions are downloaded.
Once you have your bank data added to QBO, make sure to assign it to the correct account to keep your records accurate and easy to reconcile. I've included some articles with solutions for missing downloaded entries and online banking errors:
If you need more information about a specific accounting task or assistance in resolving issues in QBO, you can use our online resources. You'll be able to access our online tutorials as well as articles about payroll, taxes, banking, cash flow management, inventory, and other topics from there.
Reach out to me again if you have additional questions about banking or other product-related concerns. I'm always ready to answer them for you, Neekoy.
