Unable to connect AMEX account in QuickBooks Online

Hello there, JMGE. Let's fix the AMEX connection on your Banking page.

Since you've already updated the connection, the issue may be on the bank's end. Based on the information you shared above, your bank requires you to complete the registration to refresh the connection between your bank account and QuickBooks. You can directly sign in to your bank's website and check for messages, notifications, or alerts. 

Once you get in there, check for any announcements about new security requirements. Any display or sign-in issues on their end can potentially block QuickBooks from downloading new transactions. If you've updated anything on your bank’s website, like your account number, username, or password, update QuickBooks as well.

These steps will guide you on how to do it:

1. Go to Banking from the left menu.
2. Select the Edit ✎ icon to edit.
3. Select Edit sign-in info.
4. Update your info. Here's a sample screenshot:
   

On the other hand, if you haven't connected the account at all, I'd recommend using your bank's URL into the search box. 

Also, you can check this article for the complete steps on how to connect it: Connect your American Express account to QuickBooks Online.

Lastly, the links below will give you further insights about categorizing and reconciling your bank transactions in QuickBooks Online:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Please don't hesitate to let me know if you need additional assistance with anything else. I'm here whenever you need help. Take care always.

Let me say it again - the account DOES NOT show up in QBO. It is a new link I am trying to create, and QBO never finishes the setup. I cannot update sign in info within QBO because there is nothing to sign in to. I have already checked my AMEX account and there are no notifications or alerts to be addressed.

Hi @JMGE,

Thank you for the prompt reply. I'll lead you in the right direction for support with this query. 

I checked and found an open investigation for AMEX, with the exact situation you described above. Our product engineers are currently working to identify the cause to provide a solution. Updates on this investigation will be sent through emails. 

If you want to be included on the list, feel free to contact our Technical Support team for assistance. They'll be the ones to do this for you. 

See this article for the steps: QuickBooks Online Support. Please take note of their hours of operation as well, so you know when they're available. 

To keep your bank balance updated, you can consider importing bank transactions by hand. Take a look at this article for the steps: Manually upload transactions into QuickBooks Online. 

Direct other questions you have about online banking in the comments below, and I'll be sure to get back to you. 

@JMGE 

Utilize the trial version of SlickConnect for the time being.

https://www.moneythumb.com/?ref=110

Ryan,

Thank you. One quick question - I have seen in the historical posts a similar issue with AMEX dating back to this time last year. I'm hoping this is a different issue, and not the same one a full year later.

Hello there, JMGE.

The reported issues are different in terms of their root cause. The investigation mentioned by my colleague, Ryan_M, is still in progress and we suggest contacting our Phone Support Team so they can link your account to it. Any update will be notified through email. You can manually upload your transactions into the system while we're continually working with you bank. 

Once the error is fixed, you can use these links on how to manage your bank feeds: 

• Find your bank or credit card account when you connect to online banking
• Categorize and match online bank transactions in QuickBooks Online

Our team will surely notify you once a fix is available. Thanks for your patience. Take care!

I am experiencing the same exact issue as the original poster. This seems quite disappointing to see that the problem still exists over a year later.  

Were any additional steps taken to solve this issue apart from manually uploading the transactions?

I wish you didn't have to go through that, @JReid29.

Let me make it up to you by making sure this gets resolved and help you connect AMEX account to QuickBooks. 

We can perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed page resources, which causes some errors or unusual responses. Let's start accessing your account using a different or a private browser. You can use either of these shortcut keys:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

Once you have successfully connect your bank account, go back to your regular browser and clear its cache. This is done to speed up the process next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.

May I ask if you received an error message connecting AMEX to QuickBooks? I appreciate any extra information you can give, and it will help us isolate the issue and provide the best solution.

Otherwise, you may contact our support team to get this investigated further.

Once everything is settled, you can categorize your transactions by matching and adding them to avoid duplicates. Once done, reconcile your accounts so they always match your bank and credit card statements to avoid discrepancies.

That should get you back on track. Feel free to comment below if you have other concerns with connecting your bank in QuickBooks. I'll be around to help you again. Keep safe!

Hello, 

I'm experiencing the same issue as described above. 

After receiving the message in AMEX "You have successfully authorized Intuit to display your American Express Card account information in your Intuit account.",  I click "return to intuit". 

Upon returning to quickbooks online, I am prompted with the messages:

"Let's head back to your bank to connect one or more accounts."

"Those transactions will flow into QuickBooks Online Edition on a faster, more reliable
connection. (378)".

A link for "Go To Bank" is available in the QB window.

The loop repeats itself when you select "Go To Bank" to reauthorize the connection. 

I attempted connecting my AMEX card to QB in another browser, clearing caches, etc.... same issue. 

Please advise. 

Thank you, 

Hello, 

I'm experiencing the same issue as described above. 

After receiving the message in AMEX "You have successfully authorized Intuit to display your American Express Card account information in your Intuit account.",  I click "return to intuit". 

Upon returning to quickbooks online, I am prompted with the messages:

"Let's head back to your bank to connect one or more accounts."

"Those transactions will flow into QuickBooks Online Edition on a faster, more reliable
connection. (378)".

A link for "Go To Bank" is available in the QB window.

The loop repeats itself when you select "Go To Bank" to reauthorize the connection. 

I attempted connecting my AMEX card to QB in another browser, clearing caches, etc.... same issue. 

Please advise. 

Thank you, 

Hello, 

I'm experiencing the same issue as described above. 

After receiving the message in AMEX "You have successfully authorized Intuit to display your American Express Card account information in your Intuit account.",  I click "return to intuit". 

Upon returning to quickbooks online, I am prompted with the messages:

"Let's head back to your bank to connect one or more accounts."

"Those transactions will flow into QuickBooks Online Edition on a faster, more reliable
connection. (378)".

A link for "Go To Bank" is available in the QB window.

The loop repeats itself when you select "Go To Bank" to reauthorize the connection. 

I attempted connecting my AMEX card to QB in another browser, clearing caches, etc.... same issue. 

Please advise. 

Thank you, 

Hi there, @AKbb23,

I'd also feel less amused when I go through the same loop or process many times. Let me step in and help you fix the bank error you're getting so you can connect your American Express (AMEX) account to QuickBooks Online (QBO).

I checked our logs and records and found out that there has been confusion among the QBO users when selecting the correct bank name. The banking error shows when you've selected the incorrect one. 

To sort this out, let's make sure to select the correct bank name. Let me guide you on how:

1. On your QBO account, go to the Banking menu.
2. Select Connect account or Link account.
3. In the search field, enter AMEX.
4. In the options below, choose American Express Corporate or Personal Credit Card (US).



5. Click Continue. Then sign in to your bank with your user ID and password.
6. Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
7. Select the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.

For detailed information on connecting bank accounts, kindly visit: Connect bank and credit card accounts to QuickBooks Online.

Moreover, I'm adding this article that can serve as your reference if you want to learn what to do if you see error messages or don't see recently downloaded bank transactions in QBO: What to do if you get a bank error or can't download transactions in QuickBooks Online.

Should you require further assistance with connecting your bank account in QBO, feel free to leave a reply. The Community team always has your back. Have a good one.

Hi,

I am having the same exact issue described above. I tried selecting the "correct" AMEX bank (Corporate or personal credit card) and still get the same error.

Please advise...

Connecting your bank account with QuickBooks Online (QBO) is my priority, henrosa.

Before proceeding, could you please share the exact error message you received when linking your AMEX Corporate or Personal Credit Card? It's for me to check if there are any ongoing investigations.

Here are some of the possible reasons you're having trouble connecting your bank account to QBO:

• The bank is performing system maintenance. 
• There are notifications from their website that need your attention.

I suggest logging into your bank's website to check for messages, notifications, alerts, or announcements. 

After doing so, if there's  no service maintenance/ urgent announcement from your financial institution, we can perform basic troubleshooting steps. Sometimes, accumulated cache files in your browser cause unexpected issues, such as the one you encountered. Let's start by opening your QBO account in a private or incognito window. You can use either of these keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

If you've successfully linked your bank account, go to your regular browser and clear its cache to delete the browser history and start with a clean slate. Also, an alternative way is to use other compatible browsers.

Furthermore, I'll share this article to help you review your accounts and ensure they match your bank and credit card statements: Reconcile an account in QuickBooks Online.

I'm still all ears if you have additional questions about AMEX bank connectivity concerns. Just tap reply, and I'll get back to you.