Convert American Express statements to Excel, CSV, QuickBooks & Xero
American Express statements are long and detailed: transactions are grouped by card member, followed by fees, interest and sometimes a Pay Over Time section. Business Platinum and Gold statements can run dozens of pages.
How American Express statements are handled
SheetStatement merges card-member groups into one ledger, keeps the card member name in the description, and treats payments and statement credits (like airline or dining credits) as credits.
Tips for American Express personal and business charge and credit cards statements
- Large business statements count toward your page quota per page—choose the Pro or Business plan for heavy volumes.
- Amex prints the merchant phone number and city; they stay in the description for easy matching.
- Use IIF export for QuickBooks Desktop credit card accounts.
Step by step
- Log in to americanexpress.com, choose Statements & Activity, then download the PDF statement.
- Upload the PDF to SheetStatement.
- Review the balance-checked table and export to Excel, CSV, QBO or Xero.
Need a specific format? See QuickBooks, Xero or Excel guides.
Other banks
American Express is a trademark of its owner. SheetStatement is not affiliated with or endorsed by American Express.
Convert your American Express statement now
3 pages a month on the free plan. No credit card.