How to download quickbooks file from amex

It could be any number, but it is a good idea to use the actual account number, that you have for that account. Let's say if you need to convert for two accounts and you have five files: three for one account and two for another. So, for those three files, you have to use one Account ID and for those other two files, you have to use another Account ID, the same for those two. So, that's why, when you are starting using different numbers, to avoid confusion, it is easier just to use the account number.

So you have a specific account number for that account, just use it. If you are starting converting or using another account, just use that another account number. Check any transactions, that it is obviously an expense transaction, check that it has a minus, that it is a negative amount.

If it is negative, then the QBO file was created correctly. And deposits must be positive. If you see it in the opposite way, even if that file was downloaded from your bank, then it means, that it was created incorrectly. Even for banks, like Checking Account or Credit Card, if it is an expense, it must be negative. Let's return to selecting a Bank Account. You can have any name here, even if you are importing, let's say, for Capital One.

You could have here Wells Fargo. It's fine because the Bank Label is no an important Label. The Account type is more important, you must match what you importing for. You are importing for Bank Account, then it has to be Checking or Savings. The Account number is important to check because if you are importing for this or that account, that you used incorrectly, you specified for the QBO file correctly.

You may never use the option 'Create a new Quickbooks account' because you can not move transactions from one account to another in Quickbooks, as in Quicken. Unless you really creating a new account, then you would use this option to create a new account and import transactions there.

But mostly you created that account before when you set up Quickbooks. And you will see here only accounts matching this Account Type. So if it is a Checking Bank account, then you would see only Checking accounts. Select File from the top bar menu. Choose Utilities then Import. Select Web Connect Files. Locate the QBO file you saved, then click Open. When prompted to select a bank account, select Use an existing QuickBooks account. Click Continue , then hit OK. You can go to the Bank Feeds Center to review your transactions.

Hello, Similar issue for me. Any ideas? Thanks, John. Hello there, jct Here's how: Go to Lists at the top menu. Select Chart of Accounts. Right-click on the pop-up window and select New. Tick the radio button for Bank, then click Continue. Enter the correct bank's name in the Account Name field and hit Save and Close. Right-click the old account and rename it to the correct bank's name. Hit Save and Close.

When you get the prompt to merge the accounts, click Yes. Please follow the steps below: Go to the File menu. Click New Company. Choose Express Start. On the newly created test company, add your bank account to the Chart of Accounts. Set up the account for Bank Feeds. Download or import the. Please know that the Community has your back should you have any questions. Have a great day. Thanks Grace. During one of the numerous connection attempts, a screen flashed that said the software was scheduled for update I believe in May Let's see what happens next quarter.

This app needs work! Cannot get AmEx connected to QB. Have tried over and over and over but it tells me the authorization is in progress. AmEx says nothing is wrong on their end. Guess will have to keep on manually reconciling this. Frustrating because other cards connected easily. This app is not up to speed yet. Apparently QB and American express have not fully integrated their software. After disconnecting the account from online services, you can import a QBO file.

And select an existing account to import transactions. Then click the 'Continue' button. Click on the 'Transaction List' to review transactions. And the 'Payee' column is empty. It shows Vendor Records. Once Vendor Records and Account are set, you can add transactions to the register.