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February 1, 2023
Question

How do you connect American Express business checking accounts and credit cards to your QB? I spent 2+ hours talking to QB support specialists yesterday and got nothing.

  • February 1, 2023
  • 1 reply
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The how-to under the Q&A section did not work. I followed it to a T several times. The names of accounts were added but no transactions or balances. Isn't this something QB should mention up front?

1 reply

February 1, 2023

Good day, @bfmcnulty-gmail-.

 

I'll help you connect your bank accounts to QuickBooks Online (QBO). That way, your transactions will be downloaded on the Banking page.

 

Here's how:

 

  1. Go to Bookkeeping then Transactions then select Bank transactions ).
  2. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
  3. In the search field, enter the name for your bank, credit card, or credit union. 
  4. Select Continue. Then sign in to your bank with your user ID and password.
  5. Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
  6. Select the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.
  7. Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
  8. Select Connect.

 

Once QuickBooks downloads your transactions, you'll want need to review and categorize your transactions to make sure they’re categorized right.


Let me know if this helps. I want to make sure that you're able to get back to running your business. I'll be on standby.