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Banking
Hi there, I appreciate you chiming in on this thread. I've come to share details and ensure you'll get the assistance you need.
With QuickBooks Desktop, if you're a Delegate User Non-Account Holder authorized to connect accounts to Intuit products, you'll need to connect with the American Express Delegate provider. This way, it would help you establish bank connectivity from AMEX.
Also, you can follow the steps shared by my colleague, ZackE, above to guide you through the complete steps. You'll want to visit this article for more detailed information: Refresh your connection for Express Web Connect online banking.
Moreover, I'm adding these references to guide you on how to match and categorize bank transactions once this gets sorted out on your end:
- Add and match Bank Feed transactions in QuickBooks Desktop.
- Create rules to categorize transactions in QuickBooks Desktop.
You can always reply in the comments below if you require additional assistance connecting your financial institution to QuickBooks. We'd be delighted to help you further. Take care!