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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
GlinetteC
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Let me share an update about this issue, ymg1.

 

I am pleased to inform you that the AMEX connection in QuickBooks has now been fixed. You should now be able to connect to your bank by navigating the Banking page and clicking on Link Account to connect to your AMEX account.

 

If you still get the prompt message, you can perform some troubleshooting steps to get this resolved.

 

Open your account via an incognito or private browser. There are times when your browser is full of frequently-accessed page resources, causing QuickBooks Online (QBO) to act strange. You can refer to these shortcut keys:

 

  • Press Ctrl + Shift + P for Firefox.
  • Press Ctrl Shift N for Chrome.
  • Hold down Command Shift N for Safari.

 

If you can successfully connect your account, clear your browser’s cache to speed up the loading process of the QBO website and for the system to start fresh. Otherwise, use another supported browser as an alternative.

 

If the problem continues, I recommend reaching out to our Customer Care Team so they can check your account and assist you further with why you still get the same issue.

 

In the meantime, you can bring your bank transactions to QBO using a CSV file. The steps are provided below:

 

  1. Go to Banking, then select Bank transactions.
  2. Click Upload transactions.
  3. Select Drag and drop or select files and locate the file you downloaded from your bank. Then Continue.
  4. In the QuickBooks account ▼  dropdown, select the account you want to upload the transactions. Then Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  6. Select the transactions you would like to import. Then Continue.
  7. Click Yes, then Done.

 

 

Once uploaded, go back to the Banking page to match and categorise them. This way, transactions are accounted for properly.

 

You can get back into this thread if you have other banking concerns or any QBO-related questions. We're happy to help you out.

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