How to import American Express transactions into QuickBooks?


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Uploaded on Dec 2, 2021

Category Business

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.

Category Business

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How to import American Express transactions into QuickBooks?

How to import American Express transactions into QBy uDaicnckinBg oNuomkbser?s 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 [email protected] WEBSITE www.dancingnumbers.com