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JMGE
May 17, 2021
Question

Unable to connect AMEX account in QuickBooks Online

  • May 17, 2021
  • 1 reply
  • 0 views

I have been trying now for a few weeks to get my AMEX account connected to QBO, without success. When I follow all of the instructions in the support pages here, and I log in to AMEX through QBO to link the account, I get a notification that the linking is successful and it's going to send me back to Intuit. It then gets stuck in a loop where it says I need to log into AMEX to complete the registration. There are no issues on the AMEX account that I can find, and no information or indications of a link ever show up in QBO.

1 reply

S
SarahannC
May 17, 2021

Hello there, JMGE. Let's fix the AMEX connection on your Banking page.

 

Since you've already updated the connection, the issue may be on the bank's end. Based on the information you shared above, your bank requires you to complete the registration to refresh the connection between your bank account and QuickBooks. You can directly sign in to your bank's website and check for messages, notifications, or alerts. 

 

Once you get in there, check for any announcements about new security requirements. Any display or sign-in issues on their end can potentially block QuickBooks from downloading new transactions. If you've updated anything on your bank’s website, like your account number, username, or password, update QuickBooks as well.

 

These steps will guide you on how to do it:

  1. Go to Banking from the left menu.
  2. Select the Edit ✎ icon to edit.
  3. Select Edit sign-in info.
  4. Update your info. Here's a sample screenshot:

 

On the other hand, if you haven't connected the account at all, I'd recommend using your bank's URL into the search box. 

 

Also, you can check this article for the complete steps on how to connect it: Connect your American Express account to QuickBooks Online.

 

Lastly, the links below will give you further insights about categorizing and reconciling your bank transactions in QuickBooks Online:

 

 

Please don't hesitate to let me know if you need additional assistance with anything else. I'm here whenever you need help. Take care always.

J
JMGEAuthor
May 17, 2021

Let me say it again - the account DOES NOT show up in QBO. It is a new link I am trying to create, and QBO never finishes the setup. I cannot update sign in info within QBO because there is nothing to sign in to. I have already checked my AMEX account and there are no notifications or alerts to be addressed.

R
Ryan_M
May 18, 2021

Hi @JMGE,

 

Thank you for the prompt reply. I'll lead you in the right direction for support with this query. 

 

I checked and found an open investigation for AMEX, with the exact situation you described above. Our product engineers are currently working to identify the cause to provide a solution. Updates on this investigation will be sent through emails. 

 

If you want to be included on the list, feel free to contact our Technical Support team for assistance. They'll be the ones to do this for you. 

 

See this article for the steps: QuickBooks Online Support. Please take note of their hours of operation as well, so you know when they're available. 

 

To keep your bank balance updated, you can consider importing bank transactions by hand. Take a look at this article for the steps: Manually upload transactions into QuickBooks Online. 

 

Direct other questions you have about online banking in the comments below, and I'll be sure to get back to you. 

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