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c_h_cloud
December 24, 2019
Question

Connect multiple American Express Business accounts

  • December 24, 2019
  • 1 reply
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1 reply

MJoy_D
MJoy_D
December 24, 2019

Let’s connect your American Express Business account, @c_h_cloud. 

 

If you have multiple American Business Accounts, you can either connect the parent account or add each of the cards and track them separately.

 

You’ll just have to create an American Express account on your chart of accounts. Then, connect your American Express Business accounts. 

 

Create an American Express account in QuickBooks:

 

  1. Go to your Chart of Accounts from your Accounting menu from the left tab. 
  2. Click the New button.
  3. Select Credit Card from the Account Type drop-down menu. 
  4. Provide a name and then click on Save and Close. 

You can now connect your American Express Business account. See this connect your American Express Business account to QuickBooks Online article for detailed guidance. 

 

After that, you can now add and match the downloaded transactions. 

 

I'm always here if you still need help with adding your bank account. Have a wonderful day!

C
chcarrigan
January 16, 2020

Our company has two Amex green corporate cards. We access our detail through AmericanExpress@work. I have been able to connect two individual accounts. However, that does not bring down an account balance from Amex - only transactions. How do I access a'parent account'? 

S
SarahannC
January 16, 2020

Hello dear, chcarrigan.

 

When connecting two accounts, only one account can be activated by bank connection.

 

You may want to activate the connection of the parent account to your bank instead of the sub account. This way, the balance can will be imported within your book. 

 

To do so, you'll have to deactivate the connection between the sub-account and the bank first. Right after, you can now activate the parent account. See the steps below for the detailed step on how you can do it:

 

  1. Go to Accounting on the left side and select the Chart of Accounts tab.
  2. Locate the sub account you consider connecting to your bank. In the Action column, click the drop-down arrow next to View register.
  3. Select Connect bank. Enter your bank's name and follow the on-screen instructions.

Also , you may want to visit these articles. It's all about managing accounts in your book:

 

Please get back here if you have additional questions with this. I'm right here to assist you more and help you figure things out! I hope you're good! Take care!

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