Download your American Express statements
Where to find American Express business card statements, how far back they go, and how to get them into ZeraBooks as PDFs.
Download a statement
American Express keeps your card statements with your account activity.
Sign in at americanexpress.com on a computer.
Open "Statements & Activity" from the main menu.
Choose the billing period.
Download the statement as a PDF.
In ZeraBooks, click Banks & Cards › Upload statement, choose the matching account and upload the file. See Upload a bank or card statement.
How far back you can go
American Express shows recent statements online. For older months, use its statement archive or ask American Express.
PDF or CSV
Download the PDF statement. ZeraBooks reads the printed opening and closing balances from it and uses them to prove the month is complete. See How ZeraBooks proves a statement.
American Express also lets you download transactions as CSV, Quicken or QuickBooks files. A CSV works in ZeraBooks too, but it usually has no opening or closing balance. After you upload one, enter both balances exactly as printed on the statement with Fix statement details… in Reconciliations. See Fix a month that doesn't tie.
Only need the transactions in a spreadsheet? Once you have the American Express PDF, convert it to Excel or CSV with the ZeraBooks bank statement converter.
Important: An Amex statement covers a billing period that doesn't start on the 1st. Upload every statement in order, and upload them into a credit card account in ZeraBooks, not a bank account.
Frequently Asked Questions
My Amex billing period runs from the 15th to the 14th. Is that a problem?
No. Upload each statement as it is, in order. ZeraBooks checks each statement's opening balance against the previous one's closing balance.
Do I need a separate statement for each employee card?
No. Employee cards appear on the main account's statement. Upload that one statement.
Can ZeraBooks connect to my American Express account directly?
No. ZeraBooks has no bank feeds and never asks for your American Express sign-in. Download each statement and upload it.
Which statements should I download?
Every month from the date your books start, for every account, oldest first. Upload one account's statement per file: each statement's opening balance is checked against the previous month's closing balance. See Upload a bank or card statement.
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