I have clients that have corporate Amex cards with multiple users. There's the main card and several cards attached to it. What's the best way to connect these cards to QBO? Does one just connect the main card, or all the cards that are attached to it? Remember, there are some charges that are only on the main card, held by the business owner.
Well, there is one "main" card and the others are connected. Each card's charges are processed through Expensify and I have only have the the "main" card which includes all the charges from all the cards to QBO. I however am having a hard time matching the charges coming from Expensify to those coming through the feed. Hopefully I'm not confusing you.
No problem. I'll try to sort it out and help you! :)
So if you are using QBO to sort transactions, why do you also run through Expensify? If all the cards come to the same account, you will only need to connect the main account. What is it that you are having a hard time matching? Are the transactions not matching up or are you missing some?
I must be confused. Charges come through expensify. They also come through the feed. So should I not "add" or "match" them? Should i not even connect the card to QBO, as the charges are coming through expensify?
If Expensify is already bringing in your transactions and is connected to your QBO, then I would recommend to not connect to the bank feed as then you take the chance of double entry.
I have 2 American Express cards that are completely separate accounts.
I have one connected, but it won't allow me to set up the other saying I already have the card attached. Repeat, these are two unrelated American Express cards.
My guess is that you can't do it. Why? I don't know. I do know that someone else posed this questions last year and the response Intuit gave them was the information for signing on an initial Amex card. When a reponse like that occurs it means that they don't have a fix OR it could be on Amex, however, either way, it'd be nice to know that I'm not doing anything wrong.
we have the same issue. Cannot connect 2 unrelated amex accounts. Have you found any solution?
I'd like to have you try something out. Would you be able to see if you're able to connect both of those accounts in a test company?
Fill me in when you have a chance.
Dwayne, I not comfortable giving out that information in a test account that I haven't set up myself.
That's alright. Our phone team would be able to work with you on this one. They can also help you to see if it might be an issue already under an investigation.
Thanks so much for reaching out to us.
Not sure if you resolved this issue or not -
I have a client with two different Amex accounts (one is business gold, the other platinum) and I was able to attach both accounts to QBO by creating different logins to the AMEX website.
Hope that helps.