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I can help you show your 2022 AMEX data in your account, uk. This way, you can categorize them in QuickBooks as soon as possible.
I'll share some details and a workaround for your 2022 AMEX data that doesn't download the issue in QuickBooks Online.
Some banks allow downloads of 90 months, 24 months, or up to 2 years of transactions. In your case, it downloads 90 days of data. With this, I'd recommend manually importing your transactions from your bank's website through a CSV file.
Here's how:
- Go to the Transactions menu and choose the Banking tab.
- Select Upload from file from the Link account drop-down menu.
- Click Drag or drop or select files, locate the file you downloaded from your bank, and hit Continue.
- From the QuickBooks account ▼ drop-down, select the account you want to upload the transactions into, then click Continue.
- Map the transactions accordingly and follow the onscreen instructions.
For more details, see this link: Manually upload transactions into QuickBooks Online. If you encounter error messages during the process, refer to this article for the detailed steps to fix them: Fix bank upload errors in QuickBooks Online.
Remember to categorise and reconcile the bank to ensure they match your bank statements.
In addition, here's an article to help you fix if the beginning balance doesn't match when you reconcile the accounts and some banking errors in QBO:
- What to do if you get a bank error or can't download transactions in QuickBooks Online.
- Fix issues the first time you reconcile an account in QuickBooks Online.
Please return to the Community if you have further questions about bank transactions or other related issues. Keep in mind that I'm always willing to help. Keep yourself safe always, uk.
