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How to Add an Accountant User to American Express Business Account (Step-by-Step)

Granting Secure, Limited Access to Your American Express Account for Bookkeeping and Reporting

Adding your bookkeeper or accountant to your American Express account gives the the ability to pull your American Express statements without full account authorization. (See: How do I add/remove members from the Account Manager feature?)

Please add "carleen@c2-acctg.com" as a delegated access (Account Manager)  user.

 

Steps to Add an Account Manager (Delegated Access):

  • Log in: Sign in to your American Express account online.

  • Navigate: Click on "Account Manager" in the top menu.

  • Add Manager: Click on "Add or Remove Account Managers".

  • Enter Details: Follow the prompts to enter the required information for the person you are authorizing.

  • Select Level: Choose Limited Access (for day-to-day tasks such as viewing statements).

  • Verify: Complete any required two-step verification.

  • The accountant will receive an email to set up their own unique login credentials.

Please let us know if you have any questions.