Skip to main content
May 14, 2021
Question

My Citibank credit card account is not syncing. The instructions I've seen, tell me to go to Banking on the left and hit update. I don't have banking on the left and if I go to settings, there is no update button.

  • May 14, 2021
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

May 14, 2021

Thanks for reaching out to the Community forum, Secndshotshel. I'm here to lend a hand.

 

The instructions you see about going to Banking in the left menu and click the Update button is for QuickBooks Online (QBO). 

 

If you are using QuickBooks Self-Employed (QBSE) to perform a manual refresh to re-sync your bank connection, here's what you'll need to do:

  1. Click the Gear icon at the top. 
  2. Select Bank accounts.
  3. Click the Refresh all button.
  4. You can do this 2 or 3 times.

Once bank transactions downloads, you can now start categorizing them to straighten out your books.

 

If there’s anything else you need help with concerning bank transactions, please feel free to reach back out.

May 14, 2021

Thanks so much for the quick reply! I've tried that a number of times and it's still not syncing. Frustrated! Any other options?

May 14, 2021

Hello again, @Secndshotshel. I can see the urgency of getting this resolved. And I appreciate you performing the troubleshooting steps I provided above.

 

To isolate the issue, may I know if you've encountered an error message while performing a manual refresh? Additional details about your concern will help determine the exact steps to resolve the issue.

 

If you receive a Bank error 102 or 105, it means there might be a problem on your bank's end, like there is ongoing maintenance on your bank or unable to establish a connection. Since you've already done a manual refresh and still unable to sync your Citibank credit card account, this time, let's check your bank's website to make sure everything is working on their end. 

 

Keep me posted on how things go on your end. I want to ensure this gets resolved for you. 

January 9, 2023

Is there a fix for this?  The Citi feed acts up constantly.  I have not been able to update since 12/12/22.  I know in a few days that it will bring up an orange exclamation point and then have me update my login information and then it will finally sync.  I tried hitting "Update" multiple times on the banking transactions screen.  I tried opening up in an incognito browser and updating banking transactions.  I tried from a different browser.  I had another user try from her computer.

Fiat Lux - ASIA
January 10, 2023

@br81 

Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.

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