Banking

Thanks for joining this thread, Julie L2. I'm here to help you bring your AMEX transactions to your company file. 

 The system allows us to select one account per connecting account in QuickBooks. If the other accounts are associated with the parent account, we can link the parent one. Also, some missing data can sometimes take up to 10 business days to transfer to QuickBooks.

The other way around bringing them into the program is by using the Web Connect feature. Export the bank data from your bank website and download them as a (.QBO) file extension. Here's how to upload the file:

1. From Banking, select Bank Feeds, then Import Web Connect Files.
2. Select the .QBO file you saved, then select Open.

Also, feel free to use these articles for guides:

• Set up or edit bank accounts.
• File types and extensions used by QuickBooks Desktop.

If you encounter issues during the import process, this article is a great help to accomplish the task: Learn how to fix the import errors. 

To keep them accurate from time to time, we can match and reconcile your account:

• Add and Match Bank Feed transactions.
• Reconcile account in QuickBooks Desktop.

I'm always around if you have other concerns about linking accounts and handling bank data in QuickBooks Desktop. Have a good one.