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c_h_cloud
Level 1

Connect multiple American Express Business accounts

 
5 Comments 5
MJoy_D
Moderator

Connect multiple American Express Business accounts

Let’s connect your American Express Business account, @c_h_cloud

 

If you have multiple American Business Accounts, you can either connect the parent account or add each of the cards and track them separately.

 

You’ll just have to create an American Express account on your chart of accounts. Then, connect your American Express Business accounts. 

 

Create an American Express account in QuickBooks:

 

  1. Go to your Chart of Accounts from your Accounting menu from the left tab. 
  2. Click the New button.
  3. Select Credit Card from the Account Type drop-down menu. 
  4. Provide a name and then click on Save and Close. 

You can now connect your American Express Business account. See this connect your American Express Business account to QuickBooks Online article for detailed guidance. 

 

After that, you can now add and match the downloaded transactions

 

I'm always here if you still need help with adding your bank account. Have a wonderful day!

chcarrigan
Level 1

Connect multiple American Express Business accounts

Our company has two Amex green corporate cards. We access our detail through AmericanExpress@work. I have been able to connect two individual accounts. However, that does not bring down an account balance from Amex - only transactions. How do I access a'parent account'? 

SarahannC
Moderator

Connect multiple American Express Business accounts

Hello dear, chcarrigan.

 

When connecting two accounts, only one account can be activated by bank connection.

 

You may want to activate the connection of the parent account to your bank instead of the sub account. This way, the balance can will be imported within your book. 

 

To do so, you'll have to deactivate the connection between the sub-account and the bank first. Right after, you can now activate the parent account. See the steps below for the detailed step on how you can do it:

 

  1. Go to Accounting on the left side and select the Chart of Accounts tab.
  2. Locate the sub account you consider connecting to your bank. In the Action column, click the drop-down arrow next to View register.
  3. Select Connect bank. Enter your bank's name and follow the on-screen instructions.

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Also , you may want to visit these articles. It's all about managing accounts in your book:

 

Please get back here if you have additional questions with this. I'm right here to assist you more and help you figure things out! I hope you're good! Take care!

VirginiaAEA
Level 1

Connect multiple American Express Business accounts

Our business amex has 5 cards that belong to each one of our schools.  Each school has its own QB account.  When i go to add the amex, I am only given an option to choose the main Amex# and not any individual card.  What am i doing wrong?

Candice C
QuickBooks Team

Connect multiple American Express Business accounts

Good morning, @Virginia AEA. 

 

Thanks for joining in on this thread about connecting multiple American Express Business accounts. 

 

The best route would be to get in touch with our Customer Support Team so we can review your account further to see why this is happening. Here's how: 

 

  1. Go to the Help icon in the top right-hand corner. 
  2. Press the Contact Us button. 
  3. Give a brief description of the issue and hit Let's talk
  4. Scroll down and select to Get a callback

 

It's that easy! 

 

Keep us updated on how it goes. We're always here to lend a helping hand. Take care! 

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