Question

Does anyone have American Express Business Checking? If so which one did you select to connect the account?

Forum|Forum|4 years ago
March 13, 2022
11 replies
56 views

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QuickBooks Self-Employed

M

Mark_R

Moderator

It's good to see you here in the Community, @csuttle-nota-rx-.

I'm here to help connect your American Express Business Checking account in QuickBooks Self-Employed (QBSE).

To ensure you select the correct checking account, you'll want to use the bank's URL when connecting it to QBSE. Here's how:

Copy your bank's URL.
Sign in to your QBSE account.
Click the Gear icon, then select Connect bank.
Select Connect another account.
Paste the bank's URL, then select the AMEX account.
Enter your bank's credentials.
Follow the onscreen instruction to connect your checking account.

I'm adding this article for more guidance: Find your bank or credit card account when you connect to online banking.

You might want to learn more about categorizing transactions in QBSE. This will help ensure you put the transactions into the correct account.

Please post a reply below if you need further assistance connecting bank accounts in QBSE. I'll be more than happy to assist you again, @csuttle-nota-rx-.

C

csuttle-nota-rx-Author

I tried that, yet there are still 9 options that come up. Is there a way to add the account manually or do I have to input transactions in one by one manually?

A

AbegailS_

Level 6

Hi there, @csuttle-nota-rx-.

Thank you for coming back to QuickBooks Community and trying the steps provided by a colleague to connect your account.

Some banks have multiple names on our list. Let's try the other versions of your financial institution that are listed.

Here's how:

Go to the Gear icon.
Click connect another account.
In the Connect your bank or credit card to bring in your transactions field, enter your bank's name.
Select the link to go to your bank's website. This opens a new window.
Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
If you can access everything, sign out of the financial institution's website.

If it's not supported, you can reach out to your bank to ask for support.

You can also use this link to add your transactions manually: Manually add transactions in QuickBooks Self-Employed.

I've also added topics about maintaining your banking, transactions, and other related topics.

If you have additional questions, please place a comment below. I'd be happy to help anytime. Take care, as always!

K

kbnlars

Also been wondering why quickbooks online still has not solved this issue in adding the Amex Business Checking.

They charge twice as much as my other budget app (YNAB) but cannot seem to add or pull the data from amex on this, while YNAB which is a lot cheaper did not have any problems pulling the data and syncing from day 1 of opening my account (amex business checking).

G

grkane7

Literally got off the phone with a AMEX Business Checking rep named Melissa.

She said at the moment, American Express Business Checking does not allow third-part accounting software to have access to their accounts. It's something they are meeting and discussing now. The representative also told me that the best thing I can do now to track my transactions is to download my CSV file and upload it to Quickbooks there. After that I spoke to a Quickbooks rep and asked if this was the best option to which they replied, "It is actually the best option if there is no direct connect of the bank to Quickbooks." Then they gave me this link for assistance..

( https://quickbooks.intuit.com/learn-support/en-ca/help-article/import-transactions/manually-upload-t...)

All the best,

G

C

craftdbyvalu

American Express (Banking) worked for me. Good lluck