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kymmimanning
Level 1

Trying to connect Amex card to QB but there is no Add Account option on the banking/transaction page.

I have added credit card to Chart of accounts. Went to Transactions/Banking and can see previously connected bank accounts but there is no option to add another account.
1 Comment 1
Rasa-LilaM
QuickBooks Team

Trying to connect Amex card to QB but there is no Add Account option on the banking/transaction page.

Hello there, kymmimanning.


Thanks for reaching out to the Community about your banking concern. Let’s go to the Banking page to connect your Amex card. I’m here to make sure the process is a breeze for you.

 

  1. Press the Banking menu on the left panel to choose the Banking option.
  2. Tap the Link account menu to open the Connect an account page.olb.png
  3. Click the Choose a bank to connect header to display the Connect to a different bank option.olb1.png
  4. This will open a window where you can input the account’s name. For example, American Express Credit card.
  5. Search for and pick American Express Credit Card.olb2.png
  6. Follow the on-screen instructions to link the account.
  7. Then, pick the date range for your download and hit Connect.

 

For additional resources, see the following guide. It provides a breakdown of steps on how to switch from tracking multiple American Express accounts to one parent account. From there, you’ll find solutions on how to resolve when your Amex accounts are grayed out: Connect your American Express Business account to QuickBooks Online.


Additionally, these articles provide an overview of the online banking feature and other banking-related activities. To view the complete details, choose the topic and click on it.

 

 

Let me know in the comment section below if you need further assistance with QuickBooks. I’ll get back to help and make sure you’re taken care of. Have a good one.

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