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wwampler
Level 2

disconnect AMEX Credit Card

I have followed the steps to disconnect and it still shows up in my bank feeds. I have gone through the process on the AMEX link -- it popped back to this window and it is still there....how do I get it to stop? See images. QBO.PNG qbo - account.PNG

5 Comments 5
JonpriL
Moderator

disconnect AMEX Credit Card

Hello @wwampler,

 

You'll have to categorize all your downloaded transactions in the For Review tab before disconnecting your credit card. This can be the reason why it's still connected even if you've completed the steps.

 

Meanwhile, you also need to refresh the page by clicking the F5 key on your keyboard. Or sign out and log back in to your account after disconnecting your credit card. This way, the system can also update and save the changes you made.

 

You can also read this helpful article in case you wanted to start reconciling your credit card account and bank transactions: Reconcile an account in QuickBooks Online.

 

Fill me in if you have any other questions. I'm always around ready to help.

wwampler
Level 2

disconnect AMEX Credit Card

all transactions are reconciled and the overall account is reconciled. I have logged out and back in many times. What's next?

JessT
QuickBooks Team

disconnect AMEX Credit Card

Let me clarify the steps to disconnect your AMEX account, wwampler.

 

You were actually on the right track because when disconnecting an AMEX business account, you'll be routed to their website. With more clicks, you'll be routed to the page with a button that says Disconnect Account. Is this the one you clicked that routed you back to QuickBooks? If not, please follow the steps below:

  1. Go back to the Banking page and click the pencil icon on the AMEX tile.
  2. Select Disconnect. This will redirect you to the American Express website.
  3. Use your American Express credentials to log in.
  4. Go to the Statements and Activity tab and select Connect to QuickBooks.
  5. Scroll down the page and then select Disconnect Account.

If you'll be routed back to QuickBooks or nothing happens, please contact AMEX's support to disconnect QuickBooks from your account. You can call their number at the back of your AMEX card. They may ask for your QuickBooks username and password.

 

If you have other questions in mind, please don't hesitate to go back to this thread.

wwampler
Level 2

disconnect AMEX Credit Card

The steps were followed....several times...AMEX won't talk to me as the account is no longer active with them and they do not have it "connected".... ugh....I can't "deactivate" in chart of accounts for another year...

how do I get it off my bank window???

Joesem M
QuickBooks Team

disconnect AMEX Credit Card

Hello there, @wwampler.

 

I appreciate you for following the steps provided by my colleague on how to disconnect your AMEX account. Since none of the steps worked for you, I'd suggest giving us a call.

 

We can do a thorough investigation to check what's causing the behavior. This way, we can resolve it so you can disconnect your AMEX account.

 

To contact our Customer support, here's how:

  1. Sign in to your QuickBooks Online company account.
  2. Click the Help icon on the top right.
  3. Click the Contact Us button at the bottom.
  4. Enter a short description of your concern.
  5. Click on Let's talk.
  6. Choose the method on how you'd be connected to support.

Also, you can refer to this article if you don't plan to use an account: Delete an account on your chart of accounts in QuickBooks Online.

 

Drop me a comment below if you have any other questions. I'll be here to help. Take good care.

 

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