Link your American Express Business account to QuickBooks

1. Follow this link to complete the steps in product
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 with QuickBooks Online

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 (UK). 
4. Select Let's go, then select Agree.
5. Select Sign in.
6. 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.
7. Select the accounts you want to connect to QuickBooks.
8. For each account, select the account type from the dropdown. 
9. Select the date range for the download.
10. Select Connect.

Connect with QuickBooks Sole Trader

1. Go to Accounting and select Bank transactions.
2. Select the New transaction ▼ dropdown and select Link account.
   Note: If you're connecting an account for the first time, select Connect account on the landing page.
3. Search for and select American Express (UK). 
4. Select Let's go, then select Agree.
5. Select Sign in.
6. 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.
7. Select the accounts you want to connect to QuickBooks.
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 from QuickBooks Online

1. Follow this link to complete the steps in product
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.

Disconnect from QuickBooks Sole Trader

1. Go to Transactions and select Bank transactions.
2. Review your transaction list and edit any categories, if needed.
3. Select the New transaction ▼ dropdown and select Manage connections.
4. For the bank account you want to update, select the icon and select the Unlink option.

Track all American Express cards in one main account right after you reconcile them.

1. Sign in to your account.
2. Disconnect all of your American Express accounts.
3. Follow this link to complete the steps in product
4. Select Link account.
5. Search and select American Express (UK).
6. Select the parent account for the American Express account.
7. Download the past transaction. You have two ways to manage past transactions.
   • Download using parent account:
     a. Select the day right after your latest American Express account reconciliation.
     b. Complete the steps on the screen to link the parent account.
     
     Note: QuickBooks downloads transactions up to your last reconciliation. Disconnected American Express accounts retain past transactions and the new account tracks new transactions.
     
   • Download from the individual American Express accounts in the parent account.
     Contact your accountant to create a journal entry. They'll balance the old transactions with the new parent account. After creating the entry,
     
     a. Follow this link to complete the steps in product
     b. Select the individual American Express account.
     c. In the Action column ▼ dropdown, select Make inactive.
     
     Note: The new American Express parent account should be the only account with American Express transactions. This keeps QuickBooks from counting transactions twice.

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