Can I upload my credit card transactions to QB Online?

Yes, Cathy, we can do that by connecting your Amex Business card to QuickBooks Online. I have all the steps to guide you through the process.

When you connect your Amex card to online banking, QuickBooks will automatically download and categorize your transactions, saving you the hassle of manual entry. First, you need to create an American Express account. Here's how:

1. Go to Settings, then Chart of Accounts.
2. Click New to create an account.
3. From the Account Type ▼ dropdown or the Save account under ▼ dropdown, select Credit Card or Deposit Account.
   
   
    
4. Give your account a name.
5. When you're finished, click Save.

Once done, let's connect your card to QuickBooks by following these steps:

1. Go to Transactions, then Bank Transactions.
2. If it’s your first time connecting an account, click Connect. Otherwise, select Link account.
3. Search for one of the following accounts depending on your American Express account user type.
4. Click Continue.
5. Sign in with your American Express user ID and password.
6. Follow the on-screen instructions to complete the connection.

You can use this article that details the process: Link your American Express Business account to QuickBooks Online

American Express limits the frequency of automatic downloads. QuickBooks Online download transactions 2-3 times a week instead of every night. You can manually update the connection anytime to get the latest transactions. Refer to this article for more info: Download the latest bank and credit card transactions.

After completing the connection, you can review, add, and match them to ensure accurate financial records.

If you require any additional assistance connecting your card or any other QuickBooks concerns, always leave your reply below. The Community team si always around to help.