QBO to American Express Business Checking

I wanted to address a concern that has been brought to our attention regarding the integration of American Express Business Checking accounts with QuickBooks Online Banking, Malu.

For individuals using the card, if you fall into the category of a Delegate user and are authorized to link accounts in Intuit products without being an Account Holder, you should opt for the American Express (Delegate) provider when establishing the link for your account. In case you've previously connected to a different American Express provider, it's necessary to disconnect those accounts first. Afterward, make sure to connect to the American Express (Delegate) provider to ensure the uninterrupted availability of bank feed services.

If you’re a delegate user on a card account, make sure also to select American Express (Delegate) when connecting  your American Express Business Card or Checking account.

I also suggest contacting both American Express and QuickBooks Online support, you'll have a comprehensive approach to resolving this issue. They can work together to ensure a smoother integration of your AMEX Business Checking account with QuickBooks Online Banking.

After the update, you can allocate, classify, modify, and incorporate your AMEX Business Credit Card transactions. Additionally, you can match them with pre-existing entries in the software. Simply navigate to the For Review tab to accomplish these tasks. It helps ensure your financial records are accurate. 

Thank you for your patience and for being a part of our community. Don't hesitate to reach out again. We are committed to resolving your concerns as promptly as possible.

Doesn't work

I can understand your frustration regarding the inability to sign in to your bank account in QuickBooks Online, @malu. Furthermore, let me provide the steps for contacting our support team.

I encourage you to contact our support team so that they can investigate and escalate any potential unexpected behavior to our engineers for further investigation.

Please see the steps below:

1. Log in to your account.

2. Click the? Help button at the top right corner.

3. Go to the Search tab, then select Contact Us.

4. Enter a brief discussion with your concern, then click Continue.

5. Choose to Have us call you to connect with us.

Once the issue is fine, here's an article that can guide you further with downloading transactions manually. See this for your reference: Manually upload transactions into QuickBooks Online.

Our Community page is available round the clock to assist you. If you have any further comments or questions, please feel free to let us know below. Stay safe.

Is there another AMEX delegate account that should be used? I've been unable to get access to my AMEX cards via delegate for 2 weeks now - I continue to get error 102. I am able to log into the website.I really don't want to manually bring in transactions.

Hi JBVan,

I understand the inconvenience this issue has caused you. Having the ability to download the transactions is crucial for maintaining a seamless workflow in QuickBooks. 

Currently, we have an active investigation about the error message you received specifically for American Express for both corporate and personal credit cards. With that, please contact our phone support team so we can add you as one of the affected users. Below are the steps to speak or chat with our team.

1. Click the ? Help icon.
2. On the Assistant tab, enter Talk to a human.
3. Type in Error 102 as your keywords.
4. Select No.
5. Choose whether you want to Chat with us or Have us call you.

In the meantime, you may upload the bank entries manually through an Excel file. I've included this article for the detailed steps: Manually upload the transactions.

From there, you can categorize them to ensure they're on the correct accounts. Here are a few links you can browse to learn more:

• Categorize online bank transactions in QuickBooks Online
• Set up bank rules to categorize online banking transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

We appreciate your patience while we're working to have the error you encountered a permanent fix.