Hello there, @sales3.
Thank you for posting in the QuickBooks Community. I'd be happy to help share some information about the error you're getting when trying to sync the AMEX card.
Are you trying to connect your American Express OPEN account to QuickBooks Online? If so, you can see this error if your QuickBooks account has more than 4,000 categories.
In the meantime, you can use the standard method of connecting the AMEX card account to QuickBooks Online (QBO).
After you connect the account, your transactions are automatically downloaded nightly.
I've added some articles about connecting bank accounts to QBO for additional reference.
Also, feel free to reach out to our phone support for additional help. They can initiate a screen sharing session to help you set up this quickly.
That should do it. Feel free to drop a comment below if you have any other questions about connecting the AMEX card in QBO. I'll be happy to help you out.
What are the specific categories that Amex is counting? We have 481 account categories and 208 product/services.
We still have this error when we try to sync our amex account as well.
Let me share to you the reason why you still see this error message.
The categories mentioned are product and account categories in your QuickBooks Online company.
Amex and QBO are working on building a new integration platform that will include a fix for the specific error message you stated. There's currently no tentative date at this time as to when this will be launched.
In the meantime, you can still keep your bank feed updated by importing your bank transactions using Excel CSV files. The link I provided opens an article that has a step by step guide on how you can import your CSV file to QBO. It also includes the correct format (both 3 or 4 columns) so you won't have any issues with your upload.
If you have any other questions for me, leave them in the comments below. I'll get back to you as soon as I can.
So, the individual transactions are importing well. Specifically, the feature we are wanting to use fully is the quickbook categories option on the AMEX Spend Manager app; however, when we go into the AMEX side, it gives us that error.
This is primarily because we have a team of individuals with AMEX cards and we are trying to eliminate our current expense reporting method. But I appreciate the feedback.
Hello there, deepwell.
Thanks for getting back and sharing the results with us. I want this to be taken care of.
If you've done all the recommended steps shared by my colleague above but still having the same error, I suggest yo get in touch with our Care Support Team so they can further investigate and take a closer look at the error.
Here's how you can reach us:
Stay in touch with me if you have other questions or concerns. I'm always here to assist you.