Link your American Express Credit Card account to QuickBooks Online

Learn how to link your American Express Credit Card account so you can download your recent transactions.

Follow these steps to connect and make the most of your American Express Credit Card account. Check out these steps for other types of credit card accounts.

Create an American Express account in QuickBooks

If you haven't already, create an American Express Credit Card account on your chart of accounts:

1. Go to Settings and select Chart of accounts (Take me there).
2. Select New to create an account.
3. From the Account type ▼ dropdown, select Credit Card.
4. Enter an account name in the Account name field.
5. When you're finished, select Save.

Connect your account

1. Follow this link to complete the steps in product.
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 (CAN). 
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 and select Bank transactions (Take me there) to review, add, and match them.

Disconnect an American Express account

If you ever need to disconnect a bank or credit card account from QuickBooks, here's how:

1. Follow this link to complete the steps in product.
2. Select the blue square for one of your American Express accounts.
3. Select the Edit ✎ icon, then Edit account info to open the Edit Account window.
4. Select the checkbox for Disconnect this account on save.
5. Select Yes to confirm.
6. Select Save. This disconnects the account from online banking.

What to do if American Express accounts are greyed out

When you connect, some American Express Credit Card accounts may be greyed out. This can happen for a couple of reasons:

• The account is already connected to another QuickBooks Online company for online banking.
• The connection is incomplete on the QuickBooks side of things. If this happens, the connection may stop suddenly, or the browser may close partway through.

If you want to connect your American Express account to another company,  open the QuickBooks company it's currently connected to. Disconnect the account there. Then follow the steps in this article to connect it.

All admins can manage American Express transactions. This includes accounting firms you added to your QuickBooks company.

Get help with common issues

Log in as an admin, then follow the steps above to disconnect and reconnect your American Express Credit Card from your QuickBooks Online account. Accountants can’t do this process.

Some transactions are missing

• American Express syncs your transactions to QuickBooks every day. But if some data are missing, it can sometimes take up to 10 business days to transfer these.
• If it’s more than 10 business days, contact us and provide the following information of the missing transactions:
  • Amount
  • Date processed
  • Transaction IDs from the American Express website

Note: We can escalate missing transactions to American Express. But first, you need to know which transactions are not showing up so we can help you.