I have an American Express account that has 2 cards on it. How do I merge both cards into 1?

You've come to the right place, @MDJ0314.

I'll share the steps on how you can merge or combine your American Express cards. If you're currently tracking multiple American Express cards as individual's accounts, you can switch and track everything in one parent account. First, you'll have to disconnect all of your individual American Express accounts and make them a sub-account of your parent American Express account. Your parent should be the only account connected to online banking.

To disconnect:

1. Go to the Banking menu. Then, the Banking tab.
2. Choose the blue square for one of your American Express accounts.
3. Select the pencil ✏️ icon and then hit Edit account info.
4. In the Account window, scroll down and remove the check mark from Disconnect this account on save box. See the added screenshot below.
5. Click Save and Close. This disconnects the account from online banking.

After disconnecting the other individual account, let's make them a sub-account by following these steps.

1. Go to the Accounting menu. Then, tap the Chart of Accounts tab.
2. Tick the New button.
3. In the Account window, enter the cards information.
4. Mark the box next to Is sub-account. Then, enter or choose the Parent account from the drop-down.
5. Click Save and Close.

Want details? Check out these guides: 

• Connect your American Express Business account to QuickBooks Online.

• Create subaccounts in your chart of accounts in QuickBooks Online.

I've also added this link here to help you along the way.

Keep me posted if you still have questions or concerns with your bank accounts. I'm more than happy to assist you. Take care and have a great day ahead.

We currently have 2 cards on our AMEX account. The parent card, and one additional card. If we disconnect the second card from the bank feed, how do we get the transactions assigned to the correct card?  Won't they all come through the bank feed onto the parent card? 

We had both cards connected to the bank feed, and the transactions on the second card were coming through twice - once on the second card, but also on the parent card. Please help!  

Our company is considering getting additional cards for multiple employees. We need to get this figured out before that happens.  Thank you.

I’m here to provide insights about managing multiple accounts in QuickBooks, @shartz.

Before connecting to Online Banking, you need to know how your bank sends the downloaded transactions. If the transactions download to one account, connect only the parent. Otherwise, you should link the subaccounts when the transactions download to the individual accounts.

Since transactions go through both AMEX cards, you'll want to connect only the parent. Then assign the entries to the correct category.

You can follow the outlined steps below to disconnect the second card.

1. Select the Banking menu, then go to the Banking tab.
2. Click the Pencil icon on the second card, then press the Edit account info button.
3. Select the Disconnect this account on save checkbox. If QuickBooks is downloading new transactions, you won't see this option. Please wait a few minutes for the update to finish and try again.
4. Hit Save and Close.

You can read this article to learn more about the parent and subaccounts setup: Bank or credit card subaccount setup.

I’m adding this article to ensure the amounts match your actual bank and credit card statements: Learn the reconcile workflow in QuickBooks. It includes steps to fix balance issues and ways to modify completed reconciliations.

If you need further assistance with banking, please don’t hesitate to reach out. We’ll be here. Take care always!

Is there an update to the new format of QBO 2024?

I'm seeing lots of similarities then it quickly falls off.

Thank you very much, and we eagerly await your response. Take care and stay safe!

To offer accurate information and resolution, we kindly request additional specific details. We'd like to know the specific activities you are referring to. This information will help us provide the appropriate guidance.

Thank you, and we look forward to your response. Take care and stay safe!

I figured it out and thank you.