QBO to American Express Business Checking

I wanted to address a concern that has been brought to our attention regarding the integration of American Express Business Checking accounts with QuickBooks Online Banking, Malu.

For individuals using the card, if you fall into the category of a Delegate user and are authorized to link accounts in Intuit products without being an Account Holder, you should opt for the American Express (Delegate) provider when establishing the link for your account. In case you've previously connected to a different American Express provider, it's necessary to disconnect those accounts first. Afterward, make sure to connect to the American Express (Delegate) provider to ensure the uninterrupted availability of bank feed services.

If you’re a delegate user on a card account, make sure also to select American Express (Delegate) when connecting  your American Express Business Card or Checking account.

I also suggest contacting both American Express and QuickBooks Online support, you'll have a comprehensive approach to resolving this issue. They can work together to ensure a smoother integration of your AMEX Business Checking account with QuickBooks Online Banking.

After the update, you can allocate, classify, modify, and incorporate your AMEX Business Credit Card transactions. Additionally, you can match them with pre-existing entries in the software. Simply navigate to the For Review tab to accomplish these tasks. It helps ensure your financial records are accurate. 

Thank you for your patience and for being a part of our community. Don't hesitate to reach out again. We are committed to resolving your concerns as promptly as possible.