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dcelis
Level 1

Our Amex accounts linked to QBO continue to lose conection every day, every week. Someone else with the same issue?

our Amex accounts linked to qbo continue to lose conection every day, every week. Someone else with the same issue?

2 Comments 2
AdonL
QuickBooks Team

Our Amex accounts linked to QBO continue to lose conection every day, every week. Someone else with the same issue?

A stable connection between your bank and QuickBooks Online (QBO) is essential for maintaining up-to-date financial information, @dcelis, as this leads to informed business decisions. No worries, I'll share tips on how to fix frequent disconnections and help you get a clear picture of your current financial status.

 

Before anything else, did you encounter a specific bank connection error? Knowing this would help us identify the root cause of the issue and provide an appropriate solution.

 

Meanwhile, if you haven't yet, I recommend contacting American Express (Amex) to check if there are any ongoing issues, such as system updates or policy changes, that might impact account connections with QuickBooks.

 

Moreover, if you've recently changed your bank's password or credentials on their website, you need to update it in QuickBooks. Here's how:

 

  1. In the dashboard, select Accounting.
  2. Go to Bank transactions.
  3. Choose the bank account, then click the pencil icon.
  4. Pick Edit account sign in.
  5. Enter your sign-in information.
  6. Hit Save and connect.

 

image (172).png

 

If everything is working correctly on your bank's end and none of these troubleshooting steps apply, I recommend disconnecting and reconnecting the account in QuickBooks.

 

Before doing so, review and categorize any remaining transactions in the for review tab and make note of the date of the last transaction downloaded. This method will prevent you from downloading the same transactions twice when you reconnect your account.

 

If you need further assistance managing the banking feature in QBO, tap the Reply button below to leave a comment. Bye for now!

RheaMaeH
QuickBooks Team

Our Amex accounts linked to QBO continue to lose conection every day, every week. Someone else with the same issue?

Hi, @dcelis.

 

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

 

Please let us know if everything is now working as expected of if you're still expereincing any problems.

 

We'll be glad to assisy further if needed.

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