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December 2, 2023
Question

Linking Credit Cards Account

  • December 2, 2023
  • 1 reply
  • 0 views

When I try to link my credit card account (from within quickbooks), I repeatedly get an "unable to login" my message and it says that the credentials are incorrect (the credentials are, in fact, correct). The credit card bank is citi bank. Out accountant has also tried on multiple occasions. Necessarily, we have made sure that the credentials are all correct double checked when we input them and we are following the procedures precisely as listed on the quickbooks guide. There seems to be some internal issue. Has anyone come across this issue before? Whom should we direct this question to?

1 reply

JessT
December 2, 2023

Hi deopura1,

 

Thanks for informing us about the error you encountered with your Citi Bank Credit Card account connection in QBO. I also want to acknowledge the efforts you've made, especially with the assistance of your accountant.

 

If you haven't already, you can verify if your credentials are still working by signing in to your bank account outside of QBO. If they are, please reach out to our QBO Support team for further investigation. As an alternative, you can upload your transactions while we continue to address the connection issue.

 

Feel free to reach out if you have any other questions. Take care and have a great day!

deopura1Author
December 2, 2023

Thank you JessT for the response. Yes, we have double checked and made sure that the credentials are valid by checking them independent of the QBO linking. I will reach out to the QBO support team as you have outlined.

December 3, 2023

@deopura1 

Try opening your QBO account on any private/incognito browser. If the same error persists, use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110