Question

credit card syncing

Forum|Forum|2 years ago
May 14, 2024
2 replies
3 views

I have the same issue. One of the cards linked to my QB just stopped syncing. I called the bank, I followed their instructions, then I spoke with a QB support, which was completely unhelpful and sounded like that person didn't know even basic things. I asked to speak to higher level of support and was promised a call back, which I never received. It's been two weeks and repeated attempts to reconnect the credit card. I use the right credentials and the process, but it just won't connect! Any help would be appreciated

QuickBooks Online

A

ArielI

QuickBooks Team

Hello, @odedly.

I can see how challenging it is when the credit card is not syncing in QuickBooks Online. Please know that this is not the service we want you to experience, and I appreciate some information you've provided about the steps you've already taken.

There can be various errors that can prevent financial data from syncing properly. To provide more targeted assistance, could you please let me know the specific bank you're trying to connect with? If you encountered any error messages during the connection process, feel free to share a screenshot as well. This will help me investigate if there are any known issues related to your particular situation.

In the meantime, I recommend performing the steps in this article to resolve stuck updates and obtain your latest financial data: Bank errors and missing transactions in QuickBooks Online.

Although I'd also like to have a go at helping you out through the phone or chat. I know you've already reached out to us, but I'd still encourage you to give us another chance. Our representative can access your account details in a secure environment and investigate this sync issue. Here's how:

Log in to your account.
Click the Help button at the top right corner.
Go to the Search tab, then select Contact Us.
Enter a brief discussion with your concern, then click Continue.
Choose to Have us call you to connect with us.

Additionally, once you successfully connect your bank and credit card accounts to QBO, the software will automatically download the latest transactions. To help you review these downloaded transactions and ensure they are categorized correctly in your QuickBooks account, I would recommend reading through this helpful article: Categorize and match online bank transactions in QuickBooks Online.

Please don't hesitate to share any other relevant information. I'm here to work with you and the support team to resolve this connectivity problem and restore the seamless integration between your credit card and QuickBooks Online.

O

odedlyAuthor

Hi arieli,

Thank you for your reply. I did speak with a QBO rep, but she was not helpful at all. I am familiar with the credit card connection process since I've done it several times. I have other credit cards that are syncing fine (chase bank and a union bank). The credit card that's not syncing is a city bank / costco card. I also went on their website and added the QBO as an allowed app. The issue seems to be on the QB side only.

I've attached a screen shot of the error message.

Please let me know what you suggest.

Thank you

DivinaMercy_N

Moderator

Ensuring you're able to connect your financial account to QuickBooks is essential to keep you transaction data updated, @odedly. I'm here to provide additional recommendations to help fix the connection issue of your credit card account.

To begin, may I know if your Citi Bank credit card has changed its URL link? This might be the reason you're having trouble connecting it to your program. If not, I suggest accessing your QuickBooks account via an incognito browser and connecting your bank again. This will help you have a clean slate and avoid odd behaviors when using the web.

Also, we've received similar cases of the same error when connecting a Citi Bank credit card. To help our engineers come up with a solution and gather additional data, I recommend contacting our Customer Care support to add you to the affected users list.

Additionally, it's vital to make sure that your QuickBooks balance matches your actual bank balance by regularly performing the reconciliation process. This will help ensure all of your transactions data are accurate.

If you have other concerns about linking your credit card accounts in QuickBooks, just drop a comment below. I'll be here 24/7 to give a prompt response. Keep safe.