Here’s How to Link an American Express Account to QB Online

Do you want to find out how you can link your American Express Business Card to QuickBooks Online? This meticulous blog post illustrates the stepwise method to connect the American Express Business Card and Business Checking account. Online banking enables you to download and categorize your bank and credit card transactions automatically. So, it is a very valuable and helpful feature for QuickBooks users. To utilize this feature, you need to link your American Express Business Card and Business Checking account to QuickBooks. For this, you can follow the blog's instructions and get the perfect and rewarding result.

While following the blog's instructions and linking AMEX to QuickBooks Online, if you face any challenges, call +1(800) 780-3064 and connect with a QuickBooks expert who will guide and assist you throughout the process.

Detailed Process to Link an American Express Account to QBO

Let us discuss each step of connecting the American Express (AMEX) account to QuickBooks Online in detail.

Step 1: Create an American Express Account in QB

If you already do not have an American Express business account, then you must create it now on your chart of accounts like so:

1. Navigate to the Settings option.
2. Then, choose the Chart of Accounts.
3. To create a new account, hit the New button.
4. Then, either select the Account Type dropdown button or the Save account under dropdown button.
5. After that, choose Credit Card or Deposit Account.
6. Decide a name for your account and type it.
7. Select the Save and Close option when you are done.

Step 2: Connect your AMEX Business Card or Checking Account

This is a long process, so you have to make sure that you follow each step very carefully, as given below:

1. First, go to the Transactions section, then choose Bank transactions.
2. If you're executing this connection process for the first time and connecting an account, then you have to click the Connect button on the landing page. Or have you previously connected online banking accounts? Then hit the Link account option.
3. Now, according to your American Express account user type, search for one of the following accounts:
4. For the primary account holder: Look for American Express Business Card & Checking (US) and select the option.
5.  For a delegate user user on a card account: Look for American Express (Delegate) and hit the option.
• Click the Continue button.
• When the pop-up window appears, log in with your AMEX user ID and password.
• If American Express requires advanced security steps, then you will receive on-screen instructions that are to be followed.
• Select the desired account to connect to QB.
• After that, choose the account category from the dropdown menu for each account. This is the account you created in Step 1.
• Decide the date range for the download and click Connect.

If you find QuickBooks American Express not syncing, then you must disconnect and reconnect the AMEX account in QBO.

This detailed blog illustrates how users can create an American Express account in QuickBooks Online and then connect it. If you have follow-up queries, talk with a QB expert who will clarify all your doubts.

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