I encounter connection errors every time I log in. I need to use the SNS code to back-connect the account. I am using QB Self-Employed. AMEX Credit Card.

Hello there, Yokoyama. I know how inconvenient this is. I'm here to ensure your AMEX credit card is connected accurately with your QuickBooks Self-Employed (QBSE) account.

Before anything else,  I'd like to ask what the specific error you've encountered on your screen is. I would highly value you giving more details so we can provide an accurate response, such as a screenshot is very much appreciated.

In the meantime, we can refresh the bank connectivity to restore the connection between your bank and your QBSE account. To begin, here's how:

1. Sign in to QuickBooks Self-Employed.
2. Select the Gear icon and then Manage accounts.
3. Select Refresh all.

If the same thing happens, let's check if it's a browser-related issue, you can connect your bank by logging in to your account through a private window to isolate the issue. This procedure can help remove any cache-related issues that may have caused this behavior. You can save time by using either of the following keyboard shortcuts:

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

Also, I suggest reaching out to your financial institution to check if there's ongoing maintenance on their end or server issues stopping the online bank connection to QuickBooks.

In addition, you can visit this article if you want to manually add transactions: Manually add transactions in QuickBooks Self-Employed.

I'll be right here if you need help with anything else or with credit card connections in QBSE. Don't hesitate to reply in the comment section. Take care.

Hi Heide 

Thank you for your help. 

I did Refresh all => it's still the same issue. 

I log in to my account through a private window => it's still the same issue. 

I contacted AMEX online. They confirmed there is no issue with their system and my account. 

As of now, an error message shows on HOME menu of QBSE

{1 bank account needs your attention. (Update account info)}

VVV 

Security info required

American Express (Banking)

HTTP://www.americanexpress.com/

[Removed]

For your security, American Express (Banking) requires additional verification info. (185)

American Express is sending you a code to verify your login. Please choose the verification method. 

Email / SMS / VOICE

VVV

After I input the code, the American Express (Banking) account is connected to QBSE after about 30 seconds. 

VVV

I press (Refress all) on the Bank accounts page. 

VVV

American Express (Banking) change back to error and asking 

Security info required   

We appreciate you getting back here in the thread, Yokoyama. We'll point you in the right direction to address this so you can manage your bank account inside QuickBooks Self-Employed (QBSE).

Before proceeding, we would like to express our gratitude for implementing the suggestion given by our colleague. To contact our Customer Care Team, please follow these instructions:

1. Access your QuickBooks Self-Employed.
2. Go to Help (?) and select Contact Us.
3. Enter “talk to a human” and select Continue.
4. Choose Have us call you or Chat with us.

For more details, please refer to this page: Contact QuickBooks Self-Employed Support.

In addition, we recommend checking this page to help you handle bank transactions: Categorize transactions in QuickBooks Self-Employed.

The Community team is always ready to assist if you have follow-up questions regarding bank accounts or transactions. We kindly request you to leave a comment below so that we can promptly address your concerns. Take care and stay safe.