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heliosdg
August 17, 2023
Question

Citizens Bank integration no longer supported?

  • August 17, 2023
  • 13 replies
  • 0 views

I can no longer download transactions to Quickbooks online from Citizens Bank. Today, Citizens Bank customer support told me that Citizens no longer supports Quickbooks integration. Do you know if this is true? Is this a permanent change?

    13 replies

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    D
    DiscDay
    January 18, 2024

    If you have older QBO files saved that worked you can compare them with the new ones to see if there are any obvious differences, needle in a haystack approach.  There's a nice addon to notepad++ called compare that can help. I make a backup of file and work on the copy, then import it once fixed. 

    the two issues I've come across have nothing to do with the Ampersand "&" or as QB support file says &amp.

    One issue is my banks sometimes doesn't put a date after <DTPOSTED> it should look something like this <DTPOSTED>20230530 for the total payments/credits/purchases debits.  Since I don't use these I just delete the section with the missing dates from <STMTTRN> to </STMTTRN>.  The latest issue they started using NULL for <BALAMNT> QB doesn't like this.  I changed it to <BALAMNT>99999 so if it does get imported I can find it.  

    2
    250mac
    February 5, 2024

    true

     

    L
    LG Business
    July 9, 2024

    I am not sure how to start a few thread so I am going to ask this here. I am fairly new to using this First Citizens Bank for one of my clients and when we set up the Visa card through bank feeds it didn't set it up as a credit card account it set it up as "Current Liabilities" like a line of credit but now every entry is a General Journal Entry which is really not what I want. Is there anyone that has dealt with this?

    S
    SashaMC
    July 9, 2024

    Hello LG Business,

     

    Thank you for chiming in on the thread! I will be happy to help. You can inactivate that item and create a new credit card account with the correct settings. Here's how:

     

    1. Go to the Banking or Transactions menu and choose Banking.
    2. Click Add Account.
    3. Search for your bank or use the correct URL when logging into your bank's website.
    4. Enter your bank's username and password.
    5. Choose the type of account.
    6. Choose how far back you want to download bank transactions.
    7. Click Connect.

     

    If you've already added the account to your Chart of Accounts, I suggest following these steps to connect it. If not, use this link to add an account  then continue the steps.

     

    1. Go to the Accounting menu and then select Chart of Accounts.
    2. Find the account you want to connect to.
    3. Select the View Register drop-down menu under the Action column.
    4. Click Connect Bank.
    5. Follow the onscreen instructions.

     

    For your visual reference, I've attached a screenshot below.

     

    Please let me know if you are still experiencing any issues! I will be around to help. See you soon. 

    L
    LG Business
    July 9, 2024

    Thank you, I appreciate your help. I have tried going into the chart of accounts and changing the account from a credit line to a credit card (which I had to disable bank feeds to do that). When I changed it to a credit card account and then tried to download then info the bank feed wouldn't recognize the account or download to that account because it is still trying to download as a line of credit. 

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