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matcha
Level 2

Will QuickBooks support American Express Business Checking?

It's an AMEX problem. Ask a rep to escalate the issue so they get this going!

matcha
Level 2

Will QuickBooks support American Express Business Checking?

AMEX business checking admits it's on their side. Ask them to escalate the fix!

Mark_R
Moderator

Will QuickBooks support American Express Business Checking?

Hello there, @matcha.

 

Thank you for sharing an update about connecting the AMEX checking account to QuickBooks Online (QBO). 

 

To ensure this issue gets reported, I recommend contacting our QuickBooks Support Team. This way, they can coordinate with AMEX regarding this issue. To reach them, you can follow the steps below:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chatbox, select Talk to a human and choose I still need a human.
  4. Select Contact Us.

 

Once this issue gets fixed, you can check out this article to learn how to categorize and match your bank transactions in QBO: Categorize and match online bank transactions in QuickBooks Online.

 

Please know that the Community forum is always open to help if you have other concerns or follow-up questions about bank connections. Have a good one.

grkane7
Level 2

Will QuickBooks support American Express Business Checking?

What we are trying to communicate is that every option that Quickbooks reps give, DOES NOT provide the help we are seeking. It's quite simple actually. We just want to connect our AMEX Business Checkings ACCOUNT, not the CREDIT CARD only. 

RCV
QuickBooks Team
QuickBooks Team

Will QuickBooks support American Express Business Checking?

Let me share some insights about setting up an American Express Business Checking account in QuickBooks Online (QBO), grkane7.

 

If you don't see the bank you want to connect with after entering the financial institution's name or link, it's most likely because Intuit doesn't yet support it. Our engineers handle updates to our Online Banking processes, such as supporting banks that are not yet affiliated with us. To expedite the process, I recommend sending a request through banking. This information will be forwarded to the appropriate support team on your behalf. Here's how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select Add account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  4. If you’re still unable to find your bank, select Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

 

Here's an article you can refer to for more details about connecting your American Express Business account to QuickBooks Online. As an alternative, you can download transactions from your bank's website manually by uploading them to the program. Let me guide you on how: 

 

  1. In QuickBooks Online, go to the Banking menu or Transactions menu.
  2. Click on Upload transactions.
  3. Select Browse and then select the file you downloaded from your bank. Then select Next.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then press Next.

 

You can check out this article for the steps and details about getting transactions from your bank or credit cards: Manually upload transactions into QuickBooks Online. When you're able to see the accounts with the downloaded bank entries, you can start categorizing them for your books. Check this article to guide you through the process: Categorize and match online bank transactions in QuickBooks Online.

 

I'm also adding this link in case you need help managing bank-related tasks: Find help with bank feeds and reconciling accounts.

 

Feel free to go back to this thread if you have any follow-up questions about linking your bank account to QBO. I'll be here to help. Take care always.

CSI
Level 1

Will QuickBooks support American Express Business Checking?

I've been having this QBO/AMEX Business Checking integration issue for a year now.  Every month I have to manually upload data into QBO.  Why am I paying QBO to do it myself?  Is it possible that QBO has rolled out their own online banking to compete with AMEX Business Checking?  When will this be resolved?

ChristieAnn
QuickBooks Team

Will QuickBooks support American Express Business Checking?

Welcome to the QuickBooks Community, CSI. I can see how important it is to connect your bank to QuickBooks without uploading your statement manually. Let me help you find a solution to ensure you can link your AMEX Business Checking successfully.

 

Beforehand, may I ask if you receive a specific error message when connecting your bank to QuickBooks? I appreciate any further details so I can provide accurate details.

 

For now, I recommend clicking this link to see the detailed steps on how to appropriately connect your Amex account to QuickBooks: Link your American Express Business account to QuickBooks Online. Please know that if you’re a Delegate user and Non-Account Holder authorized to link the accounts in Intuit products, you have to choose the American Express (Delegate) provider. If you’ve already connected to a different Amex provider, disconnect the accounts and then connect to the American Express (Delegate) provider to ensure continued bank feed service.

 

In case you encounter particular banking errors on your end, you can follow the recommended troubleshooting steps in this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

If the issue persists, you have to contact your financial institution to verify if there's an ongoing issue on their side or if your bank account type is supported in QuickBooks.

 

Lastly, click on this article if you need help reviewing your downloaded transactions by matching or adding them in QBO: Categorize online bank transactions in QuickBooks Online.

 

Please feel free to leave a comment below if you have other banking concerns in QBO. I'm always ready to help, CSI.

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