Frequently asked questions.
What are the ways in which I can upload a receipt to a Business Card transaction? +
Receipts can be uploaded to your Business Card transactions through your online account, through the ReceiptMatch Mobile App, and by emailing receipts to firstname.lastname@example.org. If you upload a receipt through your online account or through the mobile app, you will be able to manually attach a receipt to your transactions.
If you email a receipt to American Express at email@example.com, the ReceiptMatch tool will attempt to automatically match your receipt to a transaction. It will continue to try to match your receipt to a transaction for up to 8 days. Until the receipt has matched, your receipt image will appear in the unmatched section within your online statement or in the mobile app.
What if I have a long receipt? +
Long receipts can be manually matched through the ReceiptMatch Mobile App or through your online statement. If you are emailing your receipts to firstname.lastname@example.org, ReceiptMatch needs the purchase date, amount, and merchant name, so please ensure these items are legible.
What if I have a multi-page receipt? +
The best way to upload a multi-page receipt is online or through email as one file. The thumbnail image of the receipt on your account will just show the first page. To view all the pages of the receipt, access the receipt from your online statement and click on the "Download Original Receipt" link beneath the image to download the full receipt.
How can I upload multiple receipts at once? +
You can attach multiple files to an email and send it to email@example.com from your registered email address. ReceiptMatch treats each file as a separate receipt and looks for its matching transaction.
How do I set-up or change the email address I use to upload my receipts? +
Click on the Settings icon in the ReceiptMatch shoebox to add or edit your email address. The email address that you indicate in your Profile & Preferences is considered separate from the email you use to register for ReceiptMatch. Changing your email address for ReceiptMatch will not change the email address in your Profile & Preferences.
Where should I email receipts to upload them to my online account? +
Once you have enrolled in ReceiptMatch and provided a valid email address, you can email your receipts from that address to firstname.lastname@example.org. You may also want to save "email@example.com" in your address book to make it easier to email receipts and to prevent typing errors.
Will my Account Manager and employees be able to use ReceiptMatch to manage expenses? +
Your Account Manager will be able to view all of your receipts and notes. Your Account Manager is not able to use the ReceiptMatch Mobile App at this time.
If your employee has an Employee Card on your Business Card account, he or she can enroll for this tool. Enrolled employees can upload receipts and view and manage transactions made on their Employee Card. Employees will not be able to view transactions or receipt images for other Card accounts.
As the Basic Card Member, you can upload receipts and view and manage transactions for all Employee Cards on your account.
What types of alerts are available with ReceiptMatch? +
Basic Card Members can receive the following alerts: (1) an Employee Card is approaching a set spending limit; (2) an Employee Card's purchase was blocked due to exceeding a set spending limit; and (3) a reminder to add a receipt image for purchases exceeding a set amount. Employee Card Members can receive the reminder to add a receipt image for purchases exceeding a set amount.
What is ReceiptMatch with QuickBooks®? +
ReceiptMatch and Sync with QuickBooks are two separate business tools available with Business Cards from American Express OPEN. ReceiptMatch and Sync with QuickBooks were created to work together. Once both enrollments are complete, you can upload a receipt to a transaction, tag your transactions with your QuickBooks categories and send that transaction data directly to your QuickBooks account.
How do I use the ReceiptMatch Mobile App with Sync with QuickBooks? +
ReceiptMatch and Sync with QuickBooks are two business tools that were created to work together. If you are enrolled in ReceiptMatch and downloaded the mobile app to your mobile device, after enrolling in Sync with QuickBooks, the mobile app will include additional sections that will enable you to start tagging your Business Card transactions with your QuickBooks categories from your mobile device. On the Transaction Detail screen, reference the QuickBooks Categories section to tag your transaction with your QuickBooks categories.
What QuickBooks categories can I use to tag my transactions? +
The QuickBooks categories that you can use in the ReceiptMatch Mobile App to tag your transactions include: Expense Category, Customer: Job, and Class. If you do not choose to use the Customer: Job and/or Class categories in your QuickBooks account during the Sync with QuickBooks enrollment process, then these categories will not be available in the mobile app.
How can I change the QuickBooks categories that I applied to a transaction? +
If the transaction has not been sent to your QuickBooks account, you can change the QuickBooks categories through your American Express online statement. Log in to your American Express online statement, and click on Manage Transactions from the Sync with QuickBooks box. On this page you can change the QuickBooks categories before exporting the transaction data to QuickBooks.
If the transaction data has been exported to QuickBooks, changes must be made through your QuickBooks account.
Where will my Business Card receipt(s) appear in QuickBooks? +
A link to the Business Card receipt image appears in the memo field of each transaction entry in the credit card register. To view the receipt image, you will be linked to your American Express online account where you will be prompted to enter your username and password.
Which American Express Card Members can use Sync with QuickBooks? +
Sync with QuickBooks is only available with Business Cards from American Express OPEN. Basic Card Members and Account Managers can create a link to QuickBooks, categorize transactions using imported QuickBooks categories, and send transaction data to QuickBooks. Employee Card Members can categorize transactions using imported QuickBooks categories.
How do I send transaction data to QuickBooks? +
Simply log into your American Express online account and click "Manage Transactions" in the Sync with QuickBooks box. You will be directed to a screen where you will be able to review, label, and export transaction data to QuickBooks. American Express will only share your transaction data with QuickBooks with your consent.
How do I cancel Sync with QuickBooks? +
The Basic Card Member or authorized Account Manager will need to go to Sync with QuickBooks Settings in your American Express online account and select "Delete Sync with QuickBooks."