Amex Canada download not working (Q Win Canada)

Hi there. I am a longtime quicken user but recently come back to use this quicken deluxe subscription for Canada. All of my credit card and savings accounts are set up for online download except Amex Canada. It appears that I can't set it up in an automated fashion but I need to manually go to the Amex account and download. My options are to download in PDF or CSV. The challenge I am having is how do I import the CSV file into my Amex account?

Answers

  • Quicken Paloma
    Quicken Paloma Moderator mod
    Hello @Multifaced

    Thank you for reaching out to Quicken Community. I apologize you are having difficulties with downloading your transactions into Quicken. Normally when attempting to import a transactions file it is best to use QFX. The reason being is that this is what is compatible with the Quicken software.

    I would recommend setting up your AMEX account(s) for One Step Updates (OSU). For instructions on setting up an online connected account click here

    Please, let us know if you have any additional questions or concerns. 

    -Quicken Paloma
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    According to these entries that Quicken Windows Canadian is using you should see "Web Connect" as in being able to download/import a QFX file.
    10885	10885	10885	American Express Canada	https://www.americanexpress.com/canada/	1-800-668-2639	https://www.americanexpress.com/canada/cardmember.shtml	ACTIVE	 	CREDIT&WEB-CONNECT	 	 	NOT_QBP	NA
    

    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • bitfog
    bitfog Member
    "I would recommend setting up your AMEX account(s) for One Step Updates (OSU). For instructions on setting up an online connected account click here."

    This is a good suggestion. Following the directions, Quicken Canada says "to complete the setup, go download your transactions from the website." And the only options to download transactions from the website are in Excel or CSV format.

    Which brings us back here. Is American Express transaction download no longer supported by Quicken in Canada?
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @bitfog,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    bitfog said:
    Quicken Canada says "to complete the setup, go download your transactions from the website." And the only options to download transactions from the website are in Excel or CSV format.
    If the financial institution website does not offer the option to download a QFX file format (and also don't offer Express Web Connect nor Direct Connect), then this would indicate that they no longer provide nor support transaction downloads for Quicken as Excel and CSV formats are not supported to import transactions in Quicken.

    However, to confirm this information, I do recommend contacting your financial institution directly as QFX files are provided by the financial institution.

    I apologize for not having better news to share with you, though I hope this information serves to be useful to you! Thank you.
    -Quicken Anja
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Note if it is true that they no longer supply a QFX file you should look into using my program to convert the CSV file to QIF or QFX.
    You can get it from: QuicknPerlWiz - Use ImportQIF to import transactions into Quicken
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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