Written by AccountsPro » Updated on: October 26th, 2024
Users frequently face issues with the QuickBooks American Express not syncing error, which disrupts the synchronization of credit card transactions between American Express and QuickBooks. This problem can lead to frustration, hinder financial record maintenance, and result in inaccurate financial reporting.
1. Disconnect and Reconnect:
Go to the Banking section in QuickBooks.
Select the pencil icon next to your American Express account.
Choose Edit Account Info and check the option to Disconnect this account on save.
Save your changes and then reconnect the account.
2. Refresh the Connection
Use the Update button in QuickBooks to refresh the bank connection.
Log in to your American Express online banking to ensure there are no ongoing maintenance issues.
3. Manual Upload
If the syncing issue persists, consider manually downloading transactions from the American Express website and uploading them to QuickBooks in a CSV format.
4. Contact Support
If troubleshooting does not resolve the issue, contacting QuickBooks or American Express customer support may be necessary for further assistance.
1. Open QuickBooks
Launch your QuickBooks application and log in to your company file.
2. Access the Banking Menu
From the left menu, click on the Banking option.
3. Edit Account Information
Locate your American Express account and click on the pencil icon to edit it.
In the Account window, check the box that says Disconnect this account on save.
4. Save Changes
Click Save and then Close the window.
5. Review Transactions
Note that any transactions in the For Review tab will be deleted, so ensure you have recorded any necessary information before proceeding.
1. Log into American Express
Go to the American Express website and log in to your account.
2. Navigate to Account Services
Click on Account Services at the top of the page.
3. Manage Partner Permissions
Select Security and Privacy from the left navigation menu.
Click on Manage Partner Permissions.
4. Disconnect Intuit
Find Intuit in the list, expand the section, and click the Disconnect button.
Repeat this for each American Express business card if you have multiple cards.
1. Return to QuickBooks
Go back to QuickBooks and navigate to the Banking section.
2. Connect Your Account
Click on Connect Account or Add Account if you have previously connected it.
Search for and select your American Express account.
3. Log In
Enter your American Express username and password when prompted.
Follow any additional security steps as instructed.
4. Select Accounts
Choose the accounts you wish to link to QuickBooks and specify the date range for downloading transactions.
5. Complete the Process
Click Connect to finalize the reconnection.
By following these steps, you should be able to reset the connection between American Express and QuickBooks effectively.
Addressing the QuickBooks American Express not syncing errors promptly is crucial for maintaining accurate financial records. By following the outlined troubleshooting steps, users can often resolve the issue and ensure smooth integration between QuickBooks and American Express. If problems continue, seeking professional support is recommended to restore functionality.
Source: https://medium.com/@accountspros/quickbooks-american-express-sync-problems-troubleshooting-and-fixes-8ae17896a4f5
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