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eddie-paterson
Level 4

Why isnt my Amex linked account showing in QBO cashflow planner?

Our Amex account is linked and shows in the banking transactions page, but does not show as a linked account in Cashflow planner. How can I bring this through?
4 REPLIES 4
Ashleigh1
QuickBooks Team

Why isnt my Amex linked account showing in QBO cashflow planner?

Hello Eddie-paterson, 

 

Welcome to the Community page, 

 

When did you link it and what is the date range of the transactions that the connection brought through? 

eddie-paterson
Level 4

Why isnt my Amex linked account showing in QBO cashflow planner?

hi

 

eddie-paterson
Level 4

Why isnt my Amex linked account showing in QBO cashflow planner?

Hi,

We have had Amex linked to our QBO for a couple of months. It seems to work well on the banking transaction page - it shows the outstanding balance and transactions, just like our two bank feeds.

 

However, on the Planner page it just shows the two bank feeds and not Amex. So when planner displays the avaialable cash it does not take the Amex balance into acount.

Ashleigh1
QuickBooks Team

Why isnt my Amex linked account showing in QBO cashflow planner?

 Hello Eddie, thanks for coming back to us with that information, can you please ring the support line on 0808 234 5337, the line is open mon to fri 8am to 7pm and is free from any UK landline or mobile. You'll be able to set up a screen share with the agent on the phone and they will be able to take a look into this more for you.

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