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Replying to:
JoesemM
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It's nice to see you here in the Community space, @CB2011.

 

Yes, there's a way how a Basic user can do the AMEX downloads in QuickBooks Desktop. You'll want to edit their user access and ensure you select Full access in the Sensitive Accounting Activities. Let me guide you on how:

 

  1. Sign in as the QuickBooks Admin.
  2. Go to the Company menu, select Setup Users and Passwords, and then Set Up Users.
  3. Choose the user, then select Edit User, and click Next.
  4. In the Sensitive Accounting Activities, tap the Full Access button, and click Next.
  5. Tap the Finish button once complete.

Check out this link for more information: QuickBooks Desktop Users and Restrictions.

 

Once the user has access to downloading bank transactions, you may refer to this article on how to add and match bank feeds transactions in QuickBooks Desktop: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Keep me posted if you have clarifications when managing users or other questions. I want to make sure it will resolve. Take care.

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