Fix QuickBooks American Express Not Syncing Issue Easily

Cache data and cookies in your web browser can cause issues and interruptions while connecting with the bank account. When there is excessive cache present in the browser, it can lead to syncing issues between QBO and American Express. To address this issue, clear the cookies and cache as per your browser in the following manner –

Google Chrome – 

1. Open the Chrome browser, click the More icon at the top right corner, then select Clear Browsing Data.   
2. Further, pick the time range to clear the cache, like the Last hour or All time. 
3. Select the data type you want to remove, then click Clear Data and your cache will be cleared.

Firefox –

1. In Firefox, select the Menu button from the right corner, then choose the Settings tab. 
2. From the right menu bar, choose Privacy & Security, then move to the Cookies and Site Data section.
3. Select Clear Data, then unmark the Cookies and Site Data checkbox. 
4. Once done, close the Settings page, and the recent changes will be automatically saved.

Safari Mac –

1. Choose History in the Safari app, then select Clear History and click on the pop-up menu.
2. Choose the date range in which you want to clear the browsing history and let Safari remove the data. 

Microsoft Edge –

1. In the top corner of the Microsoft Edge browser, click on Settings and more, then select Settings.
2. Click Privacy, Search, and Services, then move to the Clear Browsing Data section.
3. Select Choose what to clear under the Clear Browsing Data Now section and select Time Range.
4. You need to pick the time range of the browsing data you want to clear, and then you need to choose the types of browsing data you wish to clear. For example, you want to delete browsing history and cookies while keeping passwords and other data.
5. Once done, click Clear Now, and the data will be removed.

Safari for iPad or iPhone –

1. Open Settings on your iPad or iPhone, then select the Clear History and Website Data option. 
2. Further, clear your browsing history, cookies, and other data. Remember, clearing this data won’t make any changes to your Autofill information.

NOTE: If there is no history or website data to clear, the button will automatically turn gray. Remember, sometimes the button might also turn gray due to some set restrictions under Content & Privacy Restrictions in Screen Time.

Once done, rerun QBO, try syncing American Express again, and check the status of the “QuickBooks American Express not syncing” issue. If it persists, move to the next troubleshooting solution to resolve it.

If you are facing issues while accessing your account via a private browser, you might need to use a compatible browser to run QuickBooks Online. To ensure that the web browser you are using supports the system requirements for QuickBooks, refer to the browser list below –

Note: These browsers are supported on both web and mobile devices; however, Internet Explorer is no longer a supported browser. 

• For Google Chrome, use the 78 version or newer.
• For Samsung, use version 10 or later.
• For Microsoft Edge, use the 79 version or newer.
• For Safari, use the 12 version or newer ( for Mac only).
• For Opera, use version 68 or newer
• For Mozilla Firefox, use version 76 or newer.

NOTE: The Firefox PDF plugin must preview and print forms on the Mac OS version.

Now, choose a supported browser to run QuickBooks Online, then try syncing American Express. If the issues persist, you can follow the next solution and manually upload the transactions in QBO.

If none of the above solutions work and you are still facing syncing issues between QB and American Express, you can try manually uploading the transactions by following the steps given below – 

Step 1 – Find the Oldest Transaction Date 

Firstly, pick a start date, as you need to know the date of the oldest transaction in the account to avoid duplicates. 

1. Select Chart of Accounts from the Settings tab and find the account to which you want to upload the transactions.
2. Select View Register, then find the oldest transaction (which is usually the opening balance) and note down the date.

Once done, move to the next step and get the transactions from your bank. 

Step 2 – Download the CSV Files to Get Transactions from your Bank 

You need to download the CSV files of your transactions by following the detailed steps below – 

1. Sign in to your bank or credit card website, then follow the instructions to download CSV files of your transactions, as your bank or financial institution has instructed. 
2. Check the date range for the download, which should be at least one day before the date of your oldest transaction.
3. Now, download your transactions, then save the file at an accessible location on the PC. 

TIP: If your bank offers a few file formats, pick the QuickBooks Online data (QBO) format, which is specifically formatted for QuickBooks Online. Remember, you can also upload transactions from a CSV or Quicken (QFX) file.

Once the transactions are downloaded, review the file size and format in the next step. 

Step 3 – Review the File Size and Format 

You need to ensure that the downloaded files are in the correct format before uploading them. To review the file size and format, follow these steps – 

1. Ensure that the file size is not more than 350 KB. If it is, shorten the date range and download the transactions in smaller batches for big file sizes. 
2. Remove zeroes from the file and keep the cells blank.
3. Fix transactions that display numbers in the Description column.
4. Next, remove the word “amount” from the Credit or Debit column header. 
5. Make sure that all dates follow the same format (dd/mm/yyyy is the recommended format).
6. If you’re a Mac user, save the file as a Windows CSV file.
7. If your bank adds the day of the week in the Date column (for example, 20/11/2018 TUE), split the date and the day of the week into separate columns.

Once you follow these steps and the size and format are correct, you can manually update the transactions in the next section.

Step 4 – Manually Upload the Bank Transactions 

Now, manually upload the bank transactions by going through the steps given below – 

1. Go to the Transactions tab, click Bank Transactions, and select the blue tile for the account into which you want to upload the transactions.
2. Select the Link account dropdown, select Upload from File, and click Drag and Drop or select Files.

Note: If your account is not yet connected to online banking, click the Upload from File option.

3. Select the file you downloaded from your bank, hit Continue, and access the QuickBooks account dropdown.
4. Further, select the account you want to upload the transactions into and hit Continue.

Note: If you’re new to QuickBooks Online, you may not have an account to upload the transactions into. In such a case, select Add New from the dropdown and create a new bank account.

5. Follow the given steps to match the columns on the file with the correct fields, hit Continue, then select the transactions you want to import. 
6. Click Continue, select Yes, and hit Done to end the process.

You will have successfully uploaded the transactions after this step. Then, you can move to the final step below to categorize and reconcile them. 

Step 5 – Categorize and Reconcile the Transactions 

Now that your transactions are in QuickBooks, the next step is to match and categorize them. After you review the bank transactions, they go into your accounts. QBO also automatically enters certain details if you set up any banking rules or if there are transaction descriptions.

Lastly, reconcile the transactions that you uploaded to make sure that all transactions are recorded correctly in QuickBooks.