Thank you for getting back to us, @kdorey. I appreciate you for trying the recommended steps provided by my colleague in your other post.
I'm jumping in to ensure you get the guidance needed to sync your clients' American Express (AmEx) primary and supplemental credit cards in QuickBooks Online (QBO).
You mentioned in another post that the delegate connection initially worked but then stopped syncing. This issue arises due to recent upgrades in security and data connections between AmEx and QuickBooks, resulting in stricter limitations on data access. We can now only download cards that have the cardholder's name and are listed under their profile on the AmEx website. If your client's card meets these criteria, please know it can be synced under the primary account linked to QBO.
Since it appears that you've encountered the same error message as with the original post, here are some troubleshooting steps for us to fix this error.
First, I recommend signing in to the AmEx website. Then, rename one of the accounts so that it is unique. For example, if you have two accounts named "XYZ" rename one to "XYZ 2".
Next, to make the bank account’s name unique in QBO, you can rename it with the following steps:
- In your client's company, go to Transactions. Then, Bank transactions.
- Select the bank account that you want to rename, then select the pencil icon .
- Select Edit account info.
- In the Name field, update the name of the account. Then, select Save and Close.
- Go to the Bank transactions once more. Then, select Update.
- If you still see the error, look for a banner on the Banking page. Select the Check connections link and follow the steps to fix the issue.
If the issue persists, I recommend reaching out to our live phone or chat support team. They can open an investigation and escalate it to our product engineers for resolution.
When this issue is resolved, here are some articles that might help you match and reconcile your accounts in QBO:
If you have further questions about fixing the sync issue with AmEx delegate accounts in QBO, we're here in the Community 24/7 to help. We're committed to offering ongoing support. Take care!
