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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:
Rasa-LilaM
QuickBooks Team

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Let's work through some troubleshooting steps to get your American Express card linked up without a hitch, Francis13.

 

To start, did you come across any error codes or messages? That information will be crucial for us to address the issue effectively.

 

While I wait for your response, log in to your Financial institution (FI) to check for notifications. Make sure there aren't any pending messages or alerts on your American Express account that might need your attention.

 

If there's none, sign in to QuickBooks Online (QBO) via incognito mode or private window. These browsing sessions prevent data and history linked from staying on the device, allowing the online program to function smoothly. Follow the steps below to bring up a private window: 
 

  • Safari 11 or newer: βŒ˜+Shift+N
  • Chrome: Ctrl+Shift+N
  • Safari: Command+Shift+N
  • Microsoft Edge: CTRL + Shift + N

If you've successfully connected your card to QBO, clear the cache and cookies to improve the browser's overall performance. Otherwise, use another supported browser to see if the issue is with the current one you're using.

 

If none of these suggestions work, disconnect and reconnect your account to start fresh. Before you do this, check the For review tab for any pending transactions and note the date of your last downloaded transaction. This way, you won’t download the same ones again when you reconnect.

 

Once the bank feeds connection is up and running again, categorise online bank transactions to keep your records organised and facilitate an easy reconciliation process.

 

If you have other banking-related concerns or queries managing your entries and other accounting tasks, leave a comment below. We'll get back to assist you further.

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