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bl-pentesoft-com
September 7, 2024
Question

I'm attempting to connect a citibank account to QuickBooks Online. A popup window opens, I enter my creds. When I submit, popup remains on citi, but content is blank.

  • September 7, 2024
  • 1 reply
  • 0 views
I can log in with the credentials directly on the citi site, but something is going wrong when I try to auth via quickbooks online.

1 reply

S
Shania_C
September 7, 2024

Thanks for sharing your concern here in the Community, bl.

 

I'll help you connect your Citibank account to QuickBooks Online (QBO).

 

CitiBank has recently updated the process for connecting some of its accounts to QuickBooks. If you're having trouble finding the right CitiBank account to connect to, you may need to try searching for the account differently. You can refer to this article for guidance on how to link the correct account. Check the table below for steps to fix the CitiBank connection issue in QuickBooks Online.

 

Furthermore, if you still encounter the same issue, I recommend signing in to your QBO account using a different supported browser or a private or "incognito" browsing mode. Here are the shortcut keys for the most common browsers:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + N
  • Safari: press Command + Shift + N

 

If you've already tried the suggested troubleshooting steps and the issue persists, I recommend reaching out to our support team. They have the tools to check your account and provide further assistance. Their expertise and tools will help you troubleshoot the problem and offer accurate guidance. Here's how:

 

1. Access your QuickBooks Online (QBO) company, go to Help (?).

2. Choose either of these tabs:

  • Assistant tab and type Talk to a human.
  • Search tab and click on Contact us to connect with a support expert.

3. Select the preferred method of contact (phone or chat).

 

You can also check this article for more details and be sure to review their support hours to know when agents are available.

 

In addition, here’s a comprehensive guide on ensuring your QuickBooks accounts align with your real-life accounts: 

 

 

Let me know if you have other banking-related concerns in QuickBooks, bl. I'll get back to you as soon as possible to help you. Keep safe!

B
bl-pentesoft-comAuthor
September 8, 2024

Thanks for the suggestion to try a different browser.  Something is wrong with the integration when accessing it from Brave.  I used Edge and it worked.

I
Ivan_G
September 8, 2024

It's good to see you again on this thread, bl.

 

I'm delighted that my colleague's advice of using another supported browser worked for you. It's always a pleasure to help every user with their posted queries here in the Community.

 

We always aim to provide the best assistance for seamless account and data management. This way, you can smoothly handle your transactions in QuickBooks.

 

Additionally, you may also enable the bank rules feature. Once you set it up, your data will automatically be organized based on the saved preference.

 

Drop by again on this thread should you have more concerns with your bank connectivity or need help managing your transactions and reports in QuickBooks. We'll be more than happy to lend a hand.

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