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A
Anonymous
December 31, 2022
Question

How do I get Citibank citi cards to update?

  • December 31, 2022
  • 1 reply
  • 0 views
I periodically have long periods where I can’t force Citi cards to update and get vague errors like “ We are having temporary problems accessing your account. Please wait a few hours and try again.” There is no way on mobile Safari or the mobile app to re-authenticate or refresh the connection. Nothing is wrong with the Citibank website. Currently it’s been 9 days in Dec 2022 since the cards have properly updated in QBSE and five days in Mint (for the same credit cards). mint also gives a vague error “data can’t refresh right now.”

1 reply

KlentB
KlentB
December 31, 2022

Let me sort things out for you to ensure that you can obtain your latest available transactions, spam1.

 

Since there's no issue with Citibank's website, we can perform some troubleshooting steps in your QBSE mobile application. It could be that the piled-up cache in the system is causing this sync error. To rule this out, let's clear the accumulated app data. Feel free to follow the steps below.

 

  1. Go to your phone's settings.
  2. Choose  General, then select iPhone Storage.
  3. Tap QuickBooks Self-Employed from the application list.
  4. To free up the storage without deleting the important files, hit Offload App.

 

However, if the issue persists, you may need to uninstall and then reinstall the program.

 

Alternatively, you can also sign in to your account using a supported web browser. Then, execute a manual update to refresh the connection. Here's how:

 

  1. Click the Profile icon.
  2. Choose Manage accounts.
  3. Select Refresh all.

 

 

Once your transactions are downloaded, it's time to categorize and put them on the correct line of your Schedule C.

 

You're welcome to post again if you need help completing specific tasks in the mobile app. I’ll be around to assist you. Have a great rest of the weekend!

A
Anonymous
January 1, 2023

None of this did anything except offloading the app and reinstalling may have upgraded the app to a newer version. Slight UI changes such as there being 2 Reconnect buttons in the mobile app’s accounts > Citi connection UI. Those buttons don’t do anything except immediately generate an alert window stating “we’re having trouble connecting. Please try again.” The window appears so fast (immediately) that there doesn’t even seem to be an attempt to call to the citi API to refresh the data. 

browsers and incognito make no difference. 

M
MadelynC
January 1, 2023

I appreciate your time getting back on this thread and updating us, @2076468.


Since the troubleshooting steps provided didn't fix your connection concern, it would be best to contact our support team. They have enough tools to determine the root cause of the issue and provide more solutions. They can also perform further investigation about it if need be.


Here’s how:

 

  1. On your mobile app, tap the + button or the Help option on the dashboard.
  2. Select Ask QB Assistant.
  3. Type in “Talk to a human,” then choose your preferred support method.


Once your Citibank gets updated, you can create rules to quickly categorize your common expenses and income. QuickBooks Self-Employed automatically handle them for you once downloaded.


If there’s anything else I can help you with about banking, please don’t hesitate to reach back out. I’ll be here to assist you. Keep safe always!

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