Uploaded on Dec 2, 2021
The Online Banking feature lets you connect your American Express account to QuickBooks, it will automatically download the transactions from American Express to QuickBooks. Let's discuss the detailed process steps to set up, connect and download or import the American Express transaction in QuickBooks in the next section.
How to import American Express transactions into QuickBooks?
How to import
American
Express
transactions
into
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No longer track your receipt and
expenses separately and will be able to
manage the business expenses
effectively. So, let us not delay any
further and see the detailed process to
import
the American Express transaction in Qui
ckBooks
in the next section.
Steps to import
American Express
transactions in
QuickBooks
Like with all other bank or credit card account you can
connect and import for the transactions of your American
Express card with the help of Bank feeds feature in
QuickBooks. You must be aware by now that once you
connect your bank or credit card account through Bank
feed feature, it will automatically download and categorize
the transactions in QuickBooks. Let us now see how can we
connect and
import the American Express transaction in QuickBooks:
Setting up of
American Express
account in
QuickBooks
• At the initial step, open QuickBooks and go to ‘Accounting’ and then click
on the chart of accounts.
• After that, click on New to create a new account for an
American Express card.
• Now click on the Account type drop-down menu and choose credit card as
option then fill the account name details.
• Once you are done with the steps, you need to click on the save and close
button.
For further steps please visit our website (CLICK HERE).
Contact Us
For any other queries related
to this or about QuickBooks
Desktop or Online then,
EMAIL
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