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New Member
September 2, 2026
Question

AMEX new feature link pmt to account

  • September 2, 2026
  • 1 reply
  • 3 views

This is a new feature in Quickbooks online and just finished reconciling balance sheet where the difference is exactly the amount of the payments made in 2025 trouble was i had already matched those transaction earlier in the year and when this new feature was implemented I had clicked link and it caused a double payment how do I know I check the audit trail and saw that the cpa had to delete those entries.  I hesitated to delete them without checking with our cpa she handled it.  anyone had any similiar issues?

1 reply

QuickBooks Team
September 2, 2026

There isn't anyone experiencing this issue right now, and the AMEX linked account feature is designed to auto-import and match transactions.

 

However, if you had already manually matched those payments before the feature was activated, clicking the link can absolutely create a double-entry situation. Since your CPA cleaned it up via the audit trail, your reconciliation is currently balanced.

 

Let us know if you need any further assistance.