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erkinzler
Level 1

Having a problem linking a citi business card to QBO. The pop-up windows says username/password invalid, but can successfully login to the citibank site.

Have tried clearing cache, changing citibank password, etc. Has anyone been successful linking citibank with QBO? It worked just fine with QB Desktop 2019
2 Comments 2
SarahannC
Moderator

Having a problem linking a citi business card to QBO. The pop-up windows says username/password invalid, but can successfully login to the citibank site.

Hello there, @erkinzler.

 

I see you performed a lot of possible solutions to connect your Citi Business card to your QBO account.

 

I tried checking my resources here and found an ongoing investigation similar to your concern. Please give us a short call so we can add your company details to the investigation. Here's how:

 

  1. Log in to your QBO account as an administrator. 
  2. Click Help in the upper right corner and select Contact us.
  3. Follow the on-screen instruction to complete the process.

 

In the meantime, you 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. 

 

For more details, you can check this article: Manually upload transactions into QuickBooks Online.

 

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

 

 

Do you have more questions about handling bank accounts and transactions, or have any other QuickBooks concerns? Just let me know in the comment section. I'm always here whenever you need assistance. Stay safe, erkinzler.

Fiat Lux - ASIA
Level 15

Having a problem linking a citi business card to QBO. The pop-up windows says username/password invalid, but can successfully login to the citibank site.

@erkinzler 

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

 

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