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bob@mathnasium2.
October 5, 2022
Question

Having trouble connecting /linking a citi business credit card with QBO. Anyone else ?

  • October 5, 2022
  • 5 replies
  • 0 views
Original commenter did not share additional details

5 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
October 5, 2022

Try opening your QBO account on any private/incognito browser.

A
Answersnotexcuses
January 26, 2023

Didn't work for me

M
Maybelle_S
October 5, 2022

Hello there, @bob@mathnasium2.

 

I want to ensure this is taken care of. First, may I know if you received an error message when connecting your Citi Business Credit Card to QuickBooks Online (QBO)? It would help us review our system for any reported issues.

 

In the meantime, we can manually update your bank to refresh available transactions. 

 

Here's how:

 

  1. Go to the Banking or Transactions menu.
  2. Click the Banking tab.
  3. Select the Update button in the upper-right corner.

 

You can also reach your bank and check for any maintenance updates or request to establish a connection with QuickBooks. If everything is good, make sure to select the correct bank name when connecting the account. I'll guide you on how.

 

  1. Go to the Banking or Transactions menu on the left panel.
  2. Select Link account or Add account. 
  3. In the Connect your bank or credit card to bring in your transactions field, enter the URL listed for your bank.
  4. Follow the on-screen instruction to connect your account.

 

Additionally, we can manually upload your bank transactions into QuickBooks through a web connect file. I'll show you how.

 

  1. Download the data from your bank website. Then, map the transactions in a CSV file.
  2. Open your QBO account and tap the Banking menu.
  3. Click the Link Account drop-down.
  4. Tap the Upload from file option. Then, press select and choose the file you want to upload.
  5. Choose a QBO file from the list, then Open and follow the on-screen instructions to map the fields.
  6. Select the transactions to import. 

 

To keep your accounts and bank data accurate from time to time, I recommend checking these articles for tips and guides:

 

 

I'll be right here to continue assisting if you have other concerns or additional queries in connecting your bank to QuickBooks. Just leave the details below. Have a great day.

    B
    bobbbooks
    December 13, 2022

    Over two months has passed and I can still not link my Citi business credit card with QBO.  

    I stopped using the Citi business credit card because of this and transferred all my transactions to a Capital One business credit card.

     

    this problem is costing CITICARDS money.  I’m sure I’m not the only one. 

    thanks

    I
    ITGurlSF
    October 15, 2022

    I've been experiencing this issue since May when oauth2 was updated.

    Tried every combination of browsers, incognito, mac/pc, changing my password.  Nothing works.  Always the same message that my UserID or Password is incorrect, even though I can log into Citibank with no issues.

    Very frustrating as my connection did work up until then.  No option to Update the connection as QB support's first recomendation was to delete the connection and start over.  Update did not work at that time.

    Then proceeded to tell me is must be a Citibank issue.  Numerous calls to Citibank support only to have them tell me its a QB issue.

    5 months later, still no solution. Who wants to load transactions manually?  Main point of using QB is so I don't have to do that.   Final support email from QB says they are closing the case as they can't find my Citi account - it must have been closed recently. Unreal. If anyone can figure this out, please post. 

     

     

    Adrian_A
    Adrian_A
    October 15, 2022

    Hi ITGurlSF,

     

    I understand how it feels when a feature isn't working as intended. 

     

    At this time, I'd suggest reaching out to our phone support team. One of our agents there can do a screenshare with you and investigate the login issue with your bank.

     

    You can reach out to them via the ? Help menu.

     

    Once this is resolved, you can categorize the transactions to ensure they're listed on the correct accounts. Here are references as your guide:

     

     

    I'll be around whenever you need help about the categorization process.

    I
    ITGurlSF
    October 15, 2022

    Hello Adrian.

    I've screen shared with QB twice in the past.

    Last time being August 31st, Case #1587191433 where Wendy the tech (who was great) escalated to a sr. tech and they were still not able to resolve the issue.

    :-(

     

    N
    nobufilm1
    November 17, 2022

    I have the same problem!

    MariaSoledadG
    MariaSoledadG
    November 17, 2022

    Let's make sure to fix your connection issues, nobufilm1.

     

    But before that, may I know if you're getting any errors once you connect your bank? This is to ensure that we'll be able to address properly your concern. You'll want to make sure that you're using the correct URL to connect to your bank and check if there is bank maintenance that may have triggered the issue.  Here's how:

     

    1. Go to the Banking or Transactions menu on the left panel.
    2. Select Link account or Add account. 
    3. In the Connect your bank or credit card to bring in your transactions field, enter the URL listed for your bank.
    4. Follow the on-screen instruction to connect your account.

     

    If not, make sure that your financial institution's connection is supported to successfully connect or link to your bank without having issues. In the meantime, we can perform some troubleshooting steps to help fix this. There are times your browser is full of frequently accessed page resources that cause some unusual responses. To isolate this, try logging into your QuickBooks Online (QBO) account in a private window (incognito). Here are the keyboard shortcuts:
     

    • Press Ctrl + Shift + N (Google Chrome).
    • Ctrl + Shift + P (Firefox).
    • Control + Option + P (Safari).

     

    Once signed in, double-check if you can already connect to your bank. If you're able to do so, return to your default browser and clear the cache to speed up the loading process. Oftentimes, your cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing them refreshes the system, and you'll be able to work with a clean slate. If the issue persists, you can try using other supported browsers.

     

    However, if you're still unable to connect, you can manually upload bank transactions to keep updated with the current ones. In addition, to learn more about how to match bank transactions downloaded in your QuickBooks Online account, check out this article for more details: Categorize And Match Online Bank Transactions In QuickBooks Online.

     

    That will do now! Let us know if there's anything that you need about connecting your bank. We'll be right here to help.

    S
    sschwa
    April 1, 2023

    Had the same issue with my Citi Costco card. Here's the fix, change your password. I had all sorts of !@#$%^&* in my password - when I changed it to a more simplistic password with a ' ! ' for my special character it connected. For example: fGOytjF34Vv!

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