AMEX Bank Feed Change - How to Handle Going Forward?

Let's sort out this sudden change on your AMEX and QBO integration, ghowington00.

Since you mentioned that everything worked fine before, and now there are several changes in how AMEX works, I suggest contacting their customer support to confirm whether these are the newly implemented adjustments or transition regarding adding new employee cards. 

To see the specific transactions for each employee, a workaround for this is manually adding the transactions for each new employee you will add. This way, you can still differentiate which employee made certain purchases. 

Additionally, check out this article to help you record multiple accounts in a transaction: Enter a split transaction into the register in QuickBooks Online.

I'm still all ears if you need further questions about your bank feed change and adding new employee concerns. Just drop a reply below, and I'll get back and assist you. Stay safe!

I appreciate the reply but:

• these are absolutely newly implemented changes, QuickBooks have released articles about it like the one I linked to in my post. 
• Manually adding transactions is a complete nonstarter. We have hundreds of transactions a month and one bookkeeper. 
• Recording multiple accounts for a single transaction doesn’t help me at all here so I don’t know why that would even get brought up. My problem is needing to assign specific transactions to employees, not split up transactions. 
  
  

Again, I appreciate the response but this did not really even address what my issue is. 

Thank you for responding to the thread, @ghowington00.

I understand that manually adding transactions in QuickBooks can be inconvenient. Therefore, I'd like to offer you some alternative solutions to help you track your employee's transactions in the program.

Regarding connecting new employee cards in the traditional way, I recommend reaching out to your financial institution for more information on the new methods of linking individual employee cards to QuickBooks Online Banking. It would also be helpful if you could share the link you mentioned regarding the newly implemented changes.

Another method to record transactions from your bank is by manually uploading them into QuickBooks. You can do this by creating a new child account for the employee and saving it under your parent account. Here's how:

1. Go to Settings ⚙ and select Chart of accounts.
2. Click New.
3. In the Category name field, enter a name for the category (subaccount).
4. Select the Select category link. This is where you will choose the parent account that this category (subaccount) belongs to.
5. Choose the type of account that you’re creating the subaccount under.
6. Select Next.
7. Choose the account that the new subaccount fits under. Your options will vary depending on what you selected in step 5.
8. Click Save to save a bank or credit card account.

Once you've completed these steps, you can import transactions from the AMEX bank into QuickBooks Online manually . After doing this, your employee's bank account will appear on the Banking page.

After importing the transactions, you can categorize them to accurately organize your charts of accounts.

If you encounter an error code or message when trying to connect a bank account or upload transactions manually, you can refer to this article for troubleshooting: Fix bank errors in QuickBooks Online.
 

Please feel free to reach out if you have any further questions about connecting your AMEX bank to QuickBooks or its integrations. Have a good one. 

Thank you for the reply Raymond. I found the solution to my problem. I stumbled upon this article which, as you can see, was updated recently: https://quickbooks.intuit.com/learn-support/en-us/help-article/credit-cards/connect-american-express...

There’s a subtle change: from now on for AMEX accounts you have to use “American Express (Delegate)” to add new card members. Works exactly as it did before. I wish when they’d update these articles they’d find a way to point that out instead of just changing information on pages you don’t bother reading because you’ve already read them before. 

Anyway, as I said for anyone having a similar issue: Go into the bank feed and look up “American Express (Delegate)” that’ll let you import cards on an individual level. 

Hello there, @ghowington00.

Thank you for sharing the solution you found to resolve the issue in handling bank transactions in QuickBooks Online. I appreciate you checking our available resources. Don't hesitate to post here in the Community again if you have any other concerns. We are always here to help. Have a great day.