How To Download Quickbooks File From Amex

Import credit card charges into quickbooks desktop.

How to download quickbooks file from amex. From the account type drop down menu select credit card. You can download your recent activity and past six billing statements to quicken quickbooks or as a csv file through your online account. Give your account a name. Saasant transactions desktop supports quickbooks pro premier enterprise and accountant editions. Then click the continue button.

The ofx file format allows financial data to be shared with a variety of applications including. An ofx file is an open financial exchange file. Determine importable format based on your quickbooks version qbo or iif quickbooks imports qbo web connect and iif formats. And select an existing account to import transactions. Go to the receiptmatch with quickbooks link and click on the blue button sync with quickbooks.

Now your data is imported. Create an american express account in quickbooks. Check bank label account type account number to select correct account in quickbooks. Click downward pointing arrow next to the updated button in the upper right hand part of the screen. That will drop down a menu and we ll be able to click on file upload from there.

On the next screen we need to tell quickbooks where we re getting our data from. Import credit card statements from supported file formats directly into quickbooks desktop using saasant transactions desktop 1 user rated and intuit trusted bulk data automation tool built exclusively for quickbooks. Agree to the terms by clicking on the check box next to the phrase by registering in sync with quickbooks you. Log in to your american express open account. Import credit card transactions into quickbooks.

Select new to create an account. If you haven t already create an american express business account on your chart of accounts. Just select one of the. How to import american express ofx to quickbooks. Click on the blue button i agree continue.