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Connect your American Express Credit Card account to QuickBooks Online

SOLVEDby QuickBooks5Updated 4 days ago

Small Businesses and Accountants banking with American Express (AMEX) are now able to connect their bank feeds securely and seamlessly via an API (Application Programming Interface) direct feed, without any forms or delays.

This page will guide you through connecting your AMEX account, or upgrading your account to the new API direct feed.

If you're trying to connect from any other bank or financial institution, you can get what you need from our getting started with your transactions page.

Connect your account

  1. Go to Transactions, then select Bank transactions (Take me there).
  2. Select Connect Account if this is your first time connecting, or Link account if you've created one in the past.
  3. Search for and select American Express (Australia) 
  4. Select Continue.
  5. In the pop-up window, sign in with your American Express user ID and password. You'll see onscreen instructions if American Express requires additional security steps. If you don’t have an account, you'll be able to create one.
  6. Select the accounts you want to connect to QuickBooks.
  7. For each account, select the account type from the dropdown. 
  8. Select the date range for the download.
  9. Select Connect.

Now that your American Express accounts are connected, QuickBooks Online will automatically download transactions so you don't have to enter them manually. Go to Transactions to find and categorise them them.

Upgrade your account

Customers with an existing AMEX Standard feed connection will be invited to upgrade to the new API Direct feed via a banner/link in their QuickBooks Online file. There will be no impact to those who don't wish to upgrade their feed at this time.

We're here to help

If you need additional help or have questions, or you require assistance at any point in this process, our Customer Success team is happy to help.

Sign in to QuickBooks and start a discussion in our QuickBooks Community or join one of our Facebook Groups to connect with other like-minded QuickBooks customers. 

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