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Fix QuickBooks American Express Not Syncing Issue Easily

QuickBooks American Express Not Syncing

Is your QuickBooks American Express not syncing while reconciling the bank transactions? If yes, then keep reading this article to learn how to tackle the issue successfully.

Intuit allows QB users to connect their bank accounts or credit cards directly with the software program. This saves time and effort while reducing errors during reconciliation. American Express is one such account that you can link with the QuickBooks Desktop as well as the Online version. However, sometimes, problems can arise while connecting to AMEX, which can lead to the “American Express not syncing with QuickBooksissue.

This mainly happens due to connectivity issues in QuickBooks, which cause interruptions when downloading transactions or updating the bank feeds. So, to continue with this, you must fix the issue instantly. Therefore, we have curated a list of reasons and detailed solutions to help you tackle this issue once and for all. 

Why is QuickBooks Not Syncing with American Express?

Before trying to fix the syncing issues between QuickBooks and American Express, you need to understand the reasons behind it. We have provided a list of the primary reasons why QuickBooks is not syncing with American Express below –

QuickBooks Desktop

  • Automatic bank feed updates are interrupting the connection between QB Desktop and AMEX.
  • There are connectivity issues while manually uploading the bank feed. 
  • The financial institution might be incorrect, or the Financial Institution Directory might be old or outdated.

QuickBooks Online

  • There are connectivity issues while syncing QuickBooks Online with American Express.
  • Unchecked notifications, alerts, and security updates on the bank’s website might interfere with downloading the transactions.
  • Excessively stored cookies and caches on the web browser. 
  • The web browser you are using is incompatible and does not meet the QuickBooks system requirements.

These are the main causes behind the syncing issues with American Express. Now, let’s move to the next section to troubleshoot these issues both in QuickBooks Desktop and Online.

Since syncing issues between QuickBooks and American Express can arise in both the Desktop and Online versions, we have provided practical solutions for both versions.

Top Ways to Fix the American Express Syncing Issues in QuickBooks Desktop

In this section, we will discuss some effective solutions to address the QuickBooks American Express Not Syncing while running QB Desktop. Follow the reliable solutions given below to fix the issue –

Prerequisites – 

Before undertaking the following solutions, fulfill the pre-considerations mentioned below –

  • Have the primary account holder secure authorization to perform the Bank Feeds setup process. 
  • Once you have the primary credentials handy, ensure that QBDT is updated to the latest release. 
  • Lastly, make sure to create a backup version of your company file to avoid data loss.

Once done, proceed with the resolution process by performing the solutions given below. 

1. Refresh the Connection between QuickBooks and American Express

You need to reconnect to the Express Web Connect online banking in QuickBooks Desktop to fix the syncing issues. Before performing the steps, make sure to reconnect your accounts with the online banking services and review the affected AMEX accounts mentioned below –

If you using an American Express version older than 03/30/2023 –

  • Choose American Express Card QBDT in Bank Feed Setup for Credit Cards, Charge Cards, and Checking accounts.
  • Select American Express Delegate in Bank Feed Setup in the following cases – 
    • Only a Delegate User and Non-Account Holder with proper authority can connect accounts in Intuit’s products.
    • If you need to link an account other than a Credit Card, Charge Card, or Checking account.

Once the affected accounts are reconnected, follow the next step and switch to Express Web Connect.

Step 1 – Prepare to Switch QBDT to Express Web Connect

The first step is to prepare to switch to Express Web Connect. For this, you can follow the detailed steps given below – 

  1. Launch QuickBooks Desktop and then go to the File menu at the top. 
  2. Select Utilities and click on Switch to Single-user mode
 switch to single-user mode.
  1. Further, choose Company, then click My Company, and sign in to Intuit if you haven’t already.
  1. Next, delete any pending online payments and checks.  
  2. Lastly, add and match the previously downloaded bank feed transactions.

Expert Tips:- QuickBooks Multi-User Mode Not Working

Once this step is complete, move to the next section and turn off the bank feeds for your account.

Step 2 – Turn Off All Bank Feeds for Your Account 

turn off all bank feeds for your account

Before updating the Bank Feeds connection, you need to turn off all related accounts to ensure that there are no discrepancies. Don’t worry; these accounts will be set up again in the next step. To turn the bank feeds off, ensure that you match or delete all of the downloaded transactions for all the accounts, as QBDT won’t allow any changes if the transactions are pending. Then, follow the detailed steps given below –

QBDT for Windows

  1. Go to Lists and select Chart of Accounts, then right-click the account you want to turn off. 
  2. Select Edit Account and then go to Bank Settings
  3. Further, choose Deactivate all online services.
  4. Select OK, then click Save & Close to confirm the changes.

QBDT for Mac

  1. From the Lists menu, select Chart of Accounts
  2. Highlight the account and select the Pencil to edit.
  3. Now, click on Online Settings.
  4. Select Download Transactions and then click on Not Enabled.
  5. Click OK to confirm the changes, then hit OK again to end the process.

Once done, move to the next section to set up an account for Bank Feeds. 

Step 3 – Set Up an Account in QB for Bank Feeds 

You need to set up your bank account in QBDT to download your bank transactions in the following manner –

  1. Firstly, select Bank Feeds from the Banking menu and then click Set Up Bank Feed for an Account.
  2. Now, enter the name of your bank, then hit Next.
  1. When the My Company sign-in page opens, sign in using the Intuit User ID, then enter your online banking account info.
  2. Further, select Connect, and QB will connect to the bank’s server. Your bank might ask you to enter a one-time password.
  3. Choose the account you want to connect with QuickBooks, then hit Connect and click Close

Once the account is set up for bank feeds, move to the next step and download transactions with Express Web Connect.

Step 4 – Use Express Web Connect and Download Transactions 

use express web connect and download transactions 

As the last step, you need to download the transactions with Express Web Connect. The next time you use bank feeds, the latest transactions will be auto-downloaded. To download the transactions, implement the steps given below – 

  1. Select Bank Feeds from the Banking menu, then choose Bank Feeds Center.
  2. Select the account you need to download, then click Download Transactions.
  3. Once the process is complete, select Transaction List to process the transactions.

Now, rerun QuickBooks and try to sync American Express again to check if the issue is fixed. If you are unable to sync American Express to QuickBooks, move to the next troubleshooting solution.

2 – Update the Financial Institution Directory in QB Desktop

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To ensure that you have the latest info from your financial institution, you need to update the Financial Institution Directory (FiDir). Follow the steps provided below to update the FiDir in QuickBooks Desktop – 

Step 1 – Setup Automatic Updates for the FiDir in QB 

Firstly, ensure that QB is correctly updated and you have created a backup copy of the company file. Then, follow the steps given below to set automatic updates for the FiDir –

  1. Go to the Banking menu and select Bank Feeds. Then, choose Bank Feeds Center.
  2. Next, select Refresh account(s) or choose Sync all for this bank from the dropdown menu.

This will set up the updates automatically for your Financial Institution Directory. However, if you are still facing the same syncing issues, you can manually update each file location in the next section. 

Step 2 – Manually Update Each File Location for Every QB Version 

manually update each file location for every qb version

To manually update the FiDir, you need to update each file location for every QB version you use. Implement the steps mentioned below to manually update the Financial Institutions list in QuickBooks – 

  1. Find the fidir.txt file on your system by following the location path as per the QB version referred to below – 
    • QB Enterprise – C:\ProgramData\Intuit\QuickBooks Enterprise Solutions XXXX\Components\OLB\branding\filist
    • QB Pro/Premier – C:\ProgramData\Intuit\QuickBooks Enterprise Solutions XXXX\Components\OLB\branding\filist
  2. Right-click fidir.txt, then select Rename and change .txt to .old.
  3. Click outside the field to save the name change, then select your QuickBooks version (year) to get the latest file.
  4. Save the file to your desktop and then right-click the fidir.txt file.
  5. Select Copy, open the filist folder, then right-click anywhere in the folder. Now, click Paste.
  6. Lastly, close and re-launch QuickBooks Desktop

Your Financial Institution list is now successfully updated. Now, check the status of the QuickBooks American Express not syncing issue. If it persists, move to the next solution to verify your FI’s website. 

3 – Verify the Financial Institution’s Website

If QuickBooks is unable to access the bank’s server or if the server is down, you might face the QuickBooks American Express not syncing 2024 issue. So, ensure your financial institution is correct and the servers are accessible by following the steps below –

Step 1 – Link Your American Express Bank Account

link your american express bank account

You need to review the URL to ensure proper connection and link your bank account in the following manner – 

  1. Ensure that the URL QuickBooks uses to connect to American Express is correct, then open QuickBooks. 
  2. Further, go to the Bookkeeping section and choose Transactions, then select Bank Transactions.
  3. Next, select Link Account to connect to your bank. You don’t need an account; just add a link to your bank to connect.
  4. Choose American Express, then copy the URL on the bank’s website and log in to your account using the same URL. 

Now, check if you can connect to your bank without any issues. To ensure you can download the transactions in QBDT, go through the steps in the next section.

Step 2 – Check for Pending Notification and Security Requirements 

Once the account is linked, check for any pending notifications, announcements, security requirements, etc, by following the steps given below – 

  1. Access your bank’s website and ensure there are no pending notifications, alerts, or messages. 
  2. Next, check for any display issues, as due to these issues, QuickBooks might block the bank’s website from downloading the transactions. 
  3. Lastly, make sure to check for any announcement of new security requirements. If there are, first accept these announcements, notifications, or messages, then download the transactions. 

When done, move back to QuickBooks Desktop and follow the next section.

Step 3 – Refresh the Bank Transactions in QB

As the last step, you need to refresh the bank transactions in QuickBooks Desktop by going through the following steps – 

  1. Go to the Bookkeeping section, then select Transactions and choose Bank Transactions.
  2. Next, click the Refresh option. 

Once done, ensure QuickBooks Desktop is syncing with American Express without any issues. 

If you want to fix the American Express not syncing with QuickBooks issue in QuickBooks Online, follow the solutions mentioned in the next section. 

Resolve the QuickBooks Not Syncing with American Express Issue in QBO

If your American Express is not syncing with QuickBooks Online, you can follow the troubleshooting solutions mentioned below to eliminate the issue –

1 – Check for Latest Notifications and Security Requirement Accouncements 

Sometimes, connection problems from the bank’s end can also lead to syncing issues. The bank requires you to complete the registration and refresh the connection between American Express and QuickBooks. You can directly sign in to the bank account and check for the latest notifications and alerts. 

Additionally, check for any announcements related to security requirements. If you face any display or sign-in issues in the process, it can block QB from downloading the latest transactions. Also, if you have updated anything on your bank’s site, including your account number and credentials, make sure to update the info in QB by following the steps given below – 

  1. Go to the Banking section from the left menu and select the Edit icon.
  2. Next, select Edit Sign-in Info and update the info to incorporate the latest changes.

Once the info is updated and the notifications are checked, rerun QBO and check if the QuickBooks American Express not syncing 2024 error is rectified. However, if the issue persists, move to the next section and reconnect your account. 

2 – Reconnect Your Amex Business Account in QBO 

The next solution is to disconnect and reconnect to your American Express account in QuickBooks Online. By doing this, you can get rid of any syncing issues that might arise when the connection between QB and Amex is interrupted. Thus, follow the steps given below to reconnect the account  –

Step 1 – Disconnect the American Express Account 

Firstly, disconnect your American Express account from QuickBooks by implementing the steps given below –

  1. Go to the Transactions menu, then select Bank Transactions and mark the blue square for one of your American Express accounts.
  2. Next, select the Edit ✎ icon, then click Edit account info to access the Account window.
  3. Checkmark the Disconnect this account on the save box, then hit Save and Close to confirm. 

This will disconnect your Amex account from QB Online banking. Once done, move to the next section and reconnect the account. 

Step 2 – Connect the American Express Account Again 

Now, reconnect the account in QuickBooks Online by going through the steps provided below –

  1. Go to the Transactions menu and then click on Bank Transactions.
  2. Since you’ve already connected the banking before, select Link account and search for one of the following accounts depending on your American Express account user type:
    • If you’re a primary account holder, search for and select American Express Business Credit Card & Checking (US).
    • If you’re a delegate user on a card account, search and select American Express (Delegate).
  3. Select Continue, then sign in with your American Express User ID and password in the pop-up window. If American Express requires additional security steps, you’ll see on-screen instructions for following them.
  4. Now, choose one of the accounts you want to connect to QuickBooks Online.
  5. Choose the account type from the dropdown for each selected account, then select the Date Range for the download.
  6. Lastly, select Connect and let the account reconnect to QBO.

Once done, check if the “QuickBooks not syncing with American Express” issue is addressed. If not, move to the next solution to address the syncing issues.

3 – Connect to your American Express Account Using a Private Browser

You can log in to QBO in a private window by using your Amex account. This will help avoid any existing damaged or outdated cached files that might lead to syncing issues. To open your account in a private browser, follow these shortcuts – 

  • Google Chrome 
    • Windows: Press Ctrl + Shift + N
    • Mac: Press Command + Shift + N
  • Mozilla Firefox
    • Windows: Press Ctrl + Shift + P.
    • Mac: Press Command + Shift + P..
  • Microsoft Edge
    • Windows: Press Ctrl + Shift + P
    • Mac: Press Command + Shift + P.
  • Safari

Mac: Press Command + Shift + N.

If there are no issues while using a private browser, you need to go back to your regular browser and clear the cache files and data (see Solution 4 below). However, if you are facing issues while accessing the account in a private browser, you can try using another supported browser based on the system requirements for QBO (see Solution 5 below).

4 – Clear the Web Browser’s Cache and Cookies

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.

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.

5 – Use Another Supported Browser for QBO

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 –

  • 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.

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.

6 – Manually Upload the Transactions into 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. 

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.
  1. Select the file you downloaded from your bank, hit Continue, and access the QuickBooks account dropdown.
  2. Further, select the account you want to upload the transactions into and hit Continue.
  1. 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. 
  2. 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.

Conclusion

Follow this troubleshooting guide to address the QuickBooks American Express, not syncing issue. If these solutions are ineffective or you are stuck in the process, you can get professional guidance from our A2 Auto Care Expert team.So, dial +1(800) 780-3064 and connect with the team of professionals. The team is available to handle this issue on your behalf in no time.   

FAQS

1. What does the “QuickBooks Desktop American Express not syncing” issue imply?

The QuickBooks American Express not syncingissue indicates problems between Amex and your bank. This occurs when there are connection issues, and the bank is unable to work simultaneously with American Express to produce real-time results. 

2. Why is QuickBooks not syncing with Amex?

Your QuickBooks might not be syncing with American Express due to the following reasons – 
1. There are connectivity issues, and the connection between QB and Amex is interrupted.
2. Some 3rd party software might interfere with the browser while syncing Amex with QuickBooks Online.
3. There are incompatibility issues with the web browser.
4. Excessive cache and cookies in the browser can be another reason for syncing issues.
5. The financial institution might be incorrect, and the Financial Institution Directory might be outdated while you connect American Express to QuickBooks Desktop.

3. How do you reconcile credit cards in QuickBooks?

To successfully reconcile a credit card in QuickBooks, follow the steps mentioned below – 
1. Go to the Gear icon, then select Reconcile and choose the account you want to reconcile from the Account dropdown menu.
2. Review the Beginning Balance, then enter the Ending Balance and Ending Date on your statement.
3. Lastly, once you’re ready to start, tap on Start Reconciling.

4. Does Intuit QuickBooks accept American Express? 

Yes, Intuit accepts American Express cards as a payment method. You can link the American Express card to your QB account to track expenses, manage finances, and reconcile transactions. Through this integration, Intuit ensures that accounting processes are streamlined for businesses that use Amex cards for transactions.

5. How can I reconcile discrepancies in QuickBooks?

To reconcile discrepancies in QuickBooks, you can run a discrepancy report in the following manner –
1. Go to the Reports menu, then select Banking, and click on Reconciliation Discrepancy.
2. Choose the appropriate account, then select OK to confirm. You now have a list of transactions that were changed since the last reconciliation, and you can use this report to identify the transaction/s causing the issue.
3. If you find a discrepancy, note the transaction date and the Entered/Last Modified date, which will tell you when the discrepancy occurred.

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