In the Add Rules Details window, provide a Rule Name. From the Description drop-down, make a selection and in the Description field, type a word or phrase you want to use as the condition for the rule (click the + button to add more). In the Do This section, make the appropriate selection from the drop-down and enter the Payee name. Click the Plus + icon, then select Categorize and choose the Account you need in the It in the Following account drop-down. Learn how to use renaming rules and 'Add Mulitple' to make downloading transactions from your bank even.

Step by step QuickBooks Pro guide to enable the on-line American Express credit card download Follow us: Here American Express offers a seamless interface for downloading transactions into QuickBooks This procedure provides set-up assistance for downloading American Express credit card transactions, tips on entering credit card transactions, tips on reconciling the credit card account at month end and a lead on how to get money back (not points on your American Express purchases. Downloading the transactions using the direct method is the most efficient method, but will take a bit more effort to set up: With the direct method, it takes just a couple of clicks (Banking menu > Online Banking Center) to download the latest transactions into QuickBooks. Once you have completed the set-up, entering each transaction is easy. Just assign the account, a customer name and/or class (if applicable), click ok and your reports will now have detail you need. If you have purchased from the vendor previously, QuickBooks will auto-fill these details in for you. Just review and click ok.

Also available for American Express business accounts is an indirect method using Web Connect by visiting.This method takes more steps and requires remembering more access codes, web addresses and passwords but once the download is complete, accepting the data works the same way. To get started using the direct method: • On your chart of accounts (list menu), set up a new account.

I am currently using the following VBA code in Excel for MAC 2016: Sub MailWorkSheet() Dim SourceWb As Workbook, DestWb As Workbook, sh As Worksheet Dim strbody As String, TempFileName As String. [Dennis] Hi, I'm Dennis Taylor and welcome to Microsoft Excel 2016 for the Mac, Automate Your Work with Macros. Dear Expert Excel community. I have a question - i am working with the new excel 2016 for Mac, and noticed that the.removeduplicates function not longer works in vba? Mac 2016 excel tutorials. Bottom line: A new updated VB Editor has just been released for Excel 2016 for Mac to make it easier to write VBA Macros. Skill level: Beginner Watch on YouTube and give it a thumbs up. Excel for Office 365 for Mac Excel 2019 for Mac Excel 2016 for Mac More. Looking for something that’s not listed here? Use the Search box in the upper right corner of this window. Office 2016 for Mac Quick Start Guides. What's new and improved in Office 2016 for Mac.

Select the account type to credit card Name the account any name you would like, but 'American Express' seems a logical choice • Next connect to the internet- Go to Sign into your account to verify your login and password. If you do not have a login, create one, then login to make sure it works Write down your user ID and password you will need it in the next step • Next- From the Banking menu, select online banking >click set-up. Select the American Express chart of accounts you just set up > click next Type American Express in the financial institution window > Next Select Direct Connect > Next Enter your American Express user ID from step 2 and your password > sign in There is direct telephone number on this page (1-800-297-7500) that you can call if you have difficulty. (It has been my experience that calling this phone number and having them walk you through the set-up speeds the process tremendously, but you are welcome to continue with the steps below.) • To download credit card charges into QuickBooks. Change to single user mode in order to download charges. From the Banking menu, choose online banking center Select American Express as the Financial Institution Click on Send Enter your pin number (online web password from step 2).

You may need or opt to enter a new pin number at this time American express downloads your transactions. • Click on the icon that appears in the bottom part of the online banking window labeled American Express Quick Statement A register will open which will allow you to add each transaction to the register Or QB will open to a side by side mode.