How to provide access to American Express

  1. Overview
  2. Setup Access
  3. Banks and Credit Cards
  4. How to provide access to American Express

Learn how to provide limited access to your American Express account, so we can set up and maintain your bank feed in Xero.

 

1. Click "Account Services"

Amex Account Services  | Accountingprose

 

2. Click "Add or Remove Account Managers"

Remove Account Managers  | Accountingprose

 

3. Click "Add Account Manager"

Add American Express Account Manager | Accountingprose

 

4. Click "Continue"

Amex Account Manager | Accountingprose

 

5. Send yourself a code to submit the change

Send Code Amex | Accountingprose

 

6. Click "Continue"

Amex Account Manager Add | Accountingprose

 

7. Enter the one-time code and click "Continue"

One Time Code American Express | Accountingprose

 

8. Select the card you want to provide access to and click "Continue"

Provide Access to Accountant | Accountingprose

 


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