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Connect to Amazon account to download orders assign categories to individual items, match up/split

I order a lot of stuff via Amazon for my business. Would be nice to connect to my Amazon account to download orders, and assign categories to individual items, match up/split transaction with the credit card charge. I'm often ordering many things on different orders or the same order and would be great to assign categories for individual items, which then automatically split the payment in the Quicken transaction register. It should also be able to match up the corresponding return on that same item as well. It could even memorize the item so that same item when ordered again, would be automatically categorized. Thx.

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  • Is quicken going to respond to this question? It is super important for many of us big amazon for business users.
  • Quicken_TykaQuicken_Tyka Moderator mod
    Hello Barblroth,

    This post is an Idea post meaning that this feature is currently unavailable.

    Idea posts allow users to vote on what they would like to see in the product. Developers will review idea posts to get an Idea of what people would like to see.

    Unfortunately, this post doesn't have any votes. If this were to be implemented or planned to be we wouldn't have any real ETA to offer on when and if you could expect to see this.

    I apologize for not having better news.
    -Quicken Tyka
  • EdgyCricketEdgyCricket Member ✭✭
    barblroth said:
    Is quicken going to respond to this question? It is super important for many of us big amazon for business users.
    If you're interested in it you need to upvote it.
  • stevedzstevedz Member
    Quicken should figure out how to download categories from Amazon. I buy almost everything for my home on Amazon and have to categorize everything manually. It seems like a simple thing to do. Quicken does it with my credit cards.
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    edited July 2019
    Unfortunately,  Amazon  is NOT a Financial Institution. So, I strongly suspect, that they'll never qualify  for this. 
    They're  a merchant.
    And even my Kroger Credit  Card (issued by US Bank) doesn't  download  the  detail  info into Q.  The amount and date  posted download ...  but not the  detail that you're  seeking.
    @stevedz, what  card downloads the  DETAILS  of your purchases?  And, do  you have it  set up as a Memorized Payee in your copy of  Quicken?
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • JasonPerroneJasonPerrone Member ✭✭
    edited December 2019
    Today, when you download information with Quicken, you essentially get one text field that is Payee/Payer and an amount.

    I would love more information to come along with the transaction, specifically item details or invoice information.

    Here's an example. Let's say I download a transaction from Amazon.com. It would be wonderful if next to that transaction in my ledger there was a note icon I can click on and see what items were in the order.

    The problem I am trying to solve is, I place many orders with Amazon. All I see are dollar amounts. I then have to go to Amazon, look up my orders and decide which orders were personal care items, which orders were gifts, which were business expenses.

    It would really help categorizing transactions if additional data like order information came down with the transaction.
  • wdolbecwdolbec Member
    In the downloaded Memo field I get an 11 digit number with "Merchandise" on the end. Can this number be used to track down the actual purchase? So far, I haven't found these numbers on the Amazon site.
  • Dylan NDylan N Member
    This is a massive problem for me. Does anyone else find that the dollar amounts downloaded on Quicken don't always match up with your Amazon invoices? I spend hours trying to match orders with my Quicken numbers - there has to be a way for Quicken to better pair up with Amazon. Most of the time I give up on half my Amazon orders and just categorize 'shopping'. Very frustrating...
  • thecreatorthecreator SuperUser ✭✭✭✭✭
    Hi @""Mac Chinsomboon" ,

    Your Idea is never going to happen. Sychrony Bank which hosts the Amazon Store Card, is not Quicken Friendly.
    thecreator - User of Quicken Subscription R27.42 & Quicken 2017 HBRP R20.5
                       Windows 10 Pro 32 & 64-Bit Build 20175.1000

    Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

  • thecreatorthecreator SuperUser ✭✭✭✭✭
    Dylan N said:
    This is a massive problem for me. Does anyone else find that the dollar amounts downloaded on Quicken don't always match up with your Amazon invoices? I spend hours trying to match orders with my Quicken numbers - there has to be a way for Quicken to better pair up with Amazon. Most of the time I give up on half my Amazon orders and just categorize 'shopping'. Very frustrating...
    Hi @""Dylan N" ,

    When dealing with Amazon, you order a lot of items, but they don't ship everything at the same time. They bill the items, when the item is shipped. To Categorize correctly, you need to manually enter the transaction, then match to existing transaction to clear the transaction.


    thecreator - User of Quicken Subscription R27.42 & Quicken 2017 HBRP R20.5
                       Windows 10 Pro 32 & 64-Bit Build 20175.1000

    Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

  • geosuchandgeosuchand Member
    Quicken needs to fix this. They need to work with Amazon and come up with a solution.
  • hinder90hinder90 Member ✭✭
    Amazon actually lets you download full CSV reports of your orders going back YEARS. You can view by orders/shipments or by items which even includes a category. Even though neither has the unique merchant code Amazon uses for each transaction on these reports, Quicken has all of the information that it needs to not only match the transactions but CREATE SPLITS AND CREATE AUTOMATIC CATEGORIZATION RULES, including sales tax, subscribe-and-save-discounts, and store credit. There is absolutely no excuse for Quicken to not supporting at least manually importing reports. Finding these huge feature gaps where 95% of the work is already done makes me crazy.
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    As I stated previously, It's not going to happen ... because Amazon is NOT a Financial Institution and only Financial Institutions download into Q.
    BUT, if you want to lobby for this ... go bug Amazon to get them to sign the contract with Quicken/Intuit to make this happen.
    Q can do nothing until Amazon signs that contract.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • hinder90hinder90 Member ✭✭
    :/
    @NotACPA This has nothing to do with a business arrangement. As I plainly said, Amazon allows customers to download complete CSV reports for any time period for both items ordered as well as orders and shipments. From here you have all of the data needed to manually create these splits and put them in categories if you actually had that much time to spend doing something repetitive, predictable, and tedious - essential what a program or script should obviously be doing.

    The larger problem is that Quicken lacks any sort of scripting or macro capacity that would allow you to import a normalized CSV file to, for example, find matching transactions and and make them into splits. Heck, I would be overjoyed if Quicken had an API that I could make an external scripts to do this so I didn’t have to wait for Quicken to implement the feature poorly, like the debit/credit match tool for transfers that could easily be automated, but isn’t.
  • Rocket J SquirrelRocket J Squirrel SuperUser ✭✭✭✭✭
    When dealing with Amazon, you order a lot of items, but they don't ship everything at the same time. They bill the items, when the item is shipped. To Categorize correctly, you need to manually enter the transaction, then match to existing transaction to clear the transaction.
    This doesn't work. Amazon can split one order into multiple transactions or combine multiple orders into one. So pre-entered transactions often fail to match what downloads. This is the root of the problem.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    hinder90 said:
    :/
    @NotACPA This has nothing to do with a business arrangement.
    It's ENTIRELY a business arrangement.  Q doesn't allow ANY downloads/import into the software without a signed contract.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • thecreatorthecreator SuperUser ✭✭✭✭✭
    When dealing with Amazon, you order a lot of items, but they don't ship everything at the same time. They bill the items, when the item is shipped. To Categorize correctly, you need to manually enter the transaction, then match to existing transaction to clear the transaction.
    This doesn't work. Amazon can split one order into multiple transactions or combine multiple orders into one. So pre-entered transactions often fail to match what downloads. This is the root of the problem.
    That is so true, but I learn to do this:
    1. Then I would log into Amazon.com and go to my Orders. Print the Invoice for the order in question and save it.
    2. Copy and paste the information into Split Description Field of the transaction.
    3. Manually Categorize the Description.
    4. Then match the downloaded transaction with the transaction, just entered.
    5. That simple.

    thecreator - User of Quicken Subscription R27.42 & Quicken 2017 HBRP R20.5
                       Windows 10 Pro 32 & 64-Bit Build 20175.1000

    Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

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