If you have a Business Card from American Express OPEN, you can enroll to "Connect to QuickBooks." Once you enroll, all your Business Card transactions sync automatically, every day, with QuickBooks Online. This makes it easier to review and categorize your business expenses in one place.


Key benefits of "Connect to QuickBooks"

Here are the advantages "Connect to QuickBooks" has over your usual online banking setup.
  • Easily get more info about who you paid, right in QuickBooks. Each transaction on the Banking page has an attached PDF document that gives you important vendor info.
  • Know who paid what. The cardholder name shows in the transaction's Memo field. This is useful if you have multiple cardholders.
  • If you use the Spend Manager app, the receipts you upload also show in QuickBooks.
  • Your QuickBooks categories will also appear in Spend Manager. And, you can tag transactions with QuickBooks categories directly from Spend Manager. Learn more about Spend Manager.

Connect your American Express Business Card:



Note: You have to be a primary account holder to connect your American Express OPEN account to QuickBooks.
  1. From the left menu, select Banking.
  2. Select Add Account at the top right.
  3. Select American Express.
  4. Under American Express OPEN, select I've got this one.
  5. Select Enroll.
  6. To give American Express access to your QuickBooks Online, select Connect.
  7. A browser tab redirects you to the Amex website. Log in with your Amex credentials.
  8. Once logged in, select the Statements & Activity tab.
  9. Select Connect to QuickBooks at the top.
  10. Select the credit cards you wish to sync with QuickBooks.
  11. Select or enter the name of the credit card account in QuickBooks you wish to link your card to.
  12. Select Continue.
  13. Review your setup, then select Finish Setup.
Note: If this is your first time setting up, it may take a few hours before transactions show in QuickBooks.
Once the setup is complete, you can do everything a standard online banking connection lets you do, like categorizing, running rules, and matching transactions.



Disconnect your American Express Business Card

  1. Log into your QuickBooks Online account.
  2. From the left menu, select Banking.
  3. Find your Amex card, then select the pencil (edit) icon.
  4. Select Disconnect. This redirects you to the American Express website.
  5. Log into your American Express online account.
  6. Select the Statements & Activity tab at the top.
  7. Select Connect to QuickBooks.
  8. Scroll down the list of your accounts, then select Disconnect Account.