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Link your American Express Business account to QuickBooks Online

by Intuit•4• Updated 1 week ago

Learn how to link your American Express Business account to QuickBooks Online to access and download your recent transactions.

Manage your online bank connection to QuickBooks so you can automatically download transactions. This helps you keep your bank feeds up to date.



Create an American Express account in QuickBooks

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Select New account, then enter the account name Account name field.
  3. Select Credit Card in the Account type ▼ dropdown.
    Note: Enter the opening balance and start date to maintain accurate financial records.
  4. When you're finished, select Save.


Connect your American Express Business Card account

  1. Follow this link to complete the steps in product Open this link in a new window
  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. You can review, add, and match them.



Disconnect your account

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Select the tile for one of your American Express accounts.
  3. Select the Edit ✎ icon, then Edit account details.
  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.


Get help with common issues

Greyed out American Express accounts

  • The account is already connected to another QuickBooks Online company. An American Express account can only connect to one company at a time.
  • The QuickBooks connection is incomplete, which may cause it to stop suddenly or close the browser unexpectedly.

To connect your American Express account to another company:

  1. Sign in to your account.
  2. Open the QuickBooks company it's currently connected to.
  3. Disconnect your American Express account.
  4. Connect to your American Express account.

If you can't connect, delete the greyed-out account from the American Express website.

  1. Go to the American Express website, then sign in to your account.
  2. Select the Account Services tab.
  3. Select Security & Privacy.
  4. Select Manage Partner Permissions, then Intuit to expand the section.
  5. Select Disconnect.
  6. Connect your American Express account to QuickBooks Online.

Missing Transactions

  1. Sign in to your account as an admin.
  2. Disconnect your American Express account.
  3. Connect to your American Express account.

Note: If transactions are still missing after you reconnect, enter them manually.

American Express syncs your transactions daily. Missing data can take up to 10 business days to transfer. If it's over 10 business days, contact us and share the details of the missing transactions:

  • Amount
  • Date processed
  • Transaction IDs from the American Express website