QuickBooks American Express Sync Problems

American Express Not Syncing with QuickBooks? Here’s How to Fix It

Users frequently face issues with the QuickBooks American Express not syncing error, which disrupts the synchronization of credit card transactions between American Express and QuickBooks. This problem can lead to frustration, hinder financial record maintenance, and result in inaccurate financial reporting.

Common Symptoms

  1. Error Messages: Users may see error alerts indicating that QuickBooks is unable to connect with American Express.
  2. Bank Feed Updates: Transactions may not update, leading to discrepancies in financial data.
  3. Error Codes: Common error codes like 9999 and 580 can appear, indicating issues with the connection.

Troubleshooting Steps

Disconnect and Reconnect:

  1. Go to the Banking section in QuickBooks.
  2. Select the pencil icon next to your American Express account.
  3. Choose Edit Account Info and check the option to Disconnect this account on save.
  4. Save your changes and then reconnect the account.

Refresh the Connection

  1. Use the Update button in QuickBooks to refresh the bank connection.
  2. Log in to your American Express online banking to ensure there are no ongoing maintenance issues.

Manual Upload

  1. If the syncing issue persists, consider manually downloading transactions from the American Express website and uploading them to QuickBooks in a CSV format.

Contact Support

  1. If troubleshooting does not resolve the issue, contacting QuickBooks or American Express customer support may be necessary for further assistance.

Steps to Disconnect the American Express Account

1. Open QuickBooks

  • Launch your QuickBooks application and log in to your company file.

2. Access the Banking Menu

  • From the left menu, click on the Banking option.

3. Edit Account Information

  • Locate your American Express account and click on the pencil icon to edit it.
  • In the Account window, check the box that says Disconnect this account on save.

4. Save Changes

  • Click Save and then Close the window.

5. Review Transactions

  • Note that any transactions in the For Review tab will be deleted, so ensure you have recorded any necessary information before proceeding.

Steps to Disconnect through American Express Online Banking

1. Log into American Express

  • Go to the American Express website and log in to your account.

2. Navigate to Account Services

  • Click on Account Services at the top of the page.

3. Manage Partner Permissions

  • Select Security and Privacy from the left navigation menu.
  • Click on Manage Partner Permissions.

4. Disconnect Intuit

  • Find Intuit in the list, expand the section, and click the Disconnect button.
  • Repeat this for each American Express business card if you have multiple cards.

Steps to Reconnect the American Express Account

1. Return to QuickBooks

  • Go back to QuickBooks and navigate to the Banking section.

2. Connect Your Account

  • Click on Connect Account or Add Account if you have previously connected it.
  • Search for and select your American Express account.

3. Log In

  • Enter your American Express username and password when prompted.
  • Follow any additional security steps as instructed.

4. Select Accounts

  • Choose the accounts you wish to link to QuickBooks and specify the date range for downloading transactions.

5. Complete the Process

  • Click Connect to finalize the reconnection.

By following these steps, you should be able to reset the connection between American Express and QuickBooks effectively.

Conclusion

Addressing the QuickBooks American Express not syncing errors promptly is crucial for maintaining accurate financial records. By following the outlined troubleshooting steps, users can often resolve the issue and ensure smooth integration between QuickBooks and American Express. If problems continue, seeking professional support is recommended to restore functionality.

How to connect Amex account to QuickBooks?

  • Step 1: Log in to Your Quickbooks Online Account.
  • Step 2: Navigate to the Banking Tab.
  • Step 3: Select American Express as Your Bank.
  • Step 4: Enter Your American Express Account Information.
  • Step 5: Review and Confirm the Connection.
  • Step 6: Automatic Transaction Import.

How do I refresh the bank connection in QuickBooks?

  • Manually update your bank connection
  • Sign in to QuickBooks Online.
  • Go to Bookkeeping and select Transactions.
  • Go to Bank Transactions (Take me there) and select Update.

How do I force a sync to QuickBooks Desktop?

  • On the Accounting Package screen click on View Log.
  • On the Sync Log page, you will see the status of your latest data synchronizations.
  • In the Status column, you will see a status of either “Synced” or a button to Resync.

Why is my QuickBooks Sync Manager not working?

To troubleshoot QuickBooks Sync Manager not working, ensure your QuickBooks and Sync Manager are updated, reset the Sync Manager, check your firewall settings, and verify internet connectivity. If issues persist, consider reinstalling Sync Manager or contacting QuickBooks technical support.

Source: https://medium.com/@accountspros/quickbooks-american-express-sync-problems-troubleshooting-and-fixes-8ae17896a4f5