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Link more than 1 amex account in Bank accounts

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Posted on by MR-07052239-0

Hello,

We have set up more than 1 Amex account as Bank Accounts in order to download the monthly statement from these AMEX accounts every month and reconcile. Note that we have 1 user credentials in AMEX but have > 1 AMEX accounts (e.g, Platinum, Gold, etc).

The first online bank link from BC to Amex Platinum (as an example) worked like a charm. However, any other additional attempts to link to our AMEX gold from Amex Gold bank account in BC failed saying it's already linked.

Is there a way to link to more than 1 amex accounts so we can download statements for these accounts in BC?

Please advise.

Mita

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Dynamics 365 Business Central

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MR-07052239-0 2 on at

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Link more than 1 amex account in Bank accounts

Hi Zhu,

Yes, I created multiple bank accounts for AMex. I linked one amex bank account to the Amex platinum. That was successful. But when i went to another bank account (e.g., Amex Gold) when i linked to the amex Gold (note: same credentials as we have only 1 user credentials but can select different Amex account) account, it gave me an error after i saved saying i can only link to 1 bank account. I am guessing because it's using the same credentials?

Mita
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YUN ZHU 84,557 Super User 2025 Season 1 on at

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Link more than 1 amex account in Bank accounts

Hi, If you are referring to the function below, as far as I know you can only connect one at a time unless you unlink first and then reset it.
Otherwise, it is recommended to create multiple bank accounts.

Hopefully other experts can give you better advice.

Thanks.

ZHU