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meg-rlconcetti-c
Level 1

Does anyone else have issues with Citizens Bank taking DAYS for accounts to sync?

 
9 Comments 9
Angelyn_T
QuickBooks Team

Does anyone else have issues with Citizens Bank taking DAYS for accounts to sync?

Hi there, @meg-rlconcetti-c.

 

Thank you for raising your banking concern here with us on the Community page. I can share with you some information about the connection between Citizens Bank and QuickBooks Online.

 

There are no reported cases about the Citizens bank that takes longer to sync transactions to QuickBooks. Usually, manually updating your bank account refreshes the connection and allows the system to get the latest available transactions.

 

Here's how:

 

  1. Go to the Banking tab at the left pane.
  2. Select Banking, then Update.
  3. If asked, enter your Multi-Factor Authentication (MFA). Then select Continue update.

If you happen to see issues or errors, you can follow the next instructions provided from this article to fix them: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Also, you can check out the topics from our help articles in case you need additional resources about banking or reconciliation in the future.

 

Please keep in touch if you need more help with this, I'm determined to get this fixed for you. Keep safe!

meg-rlconcetti-c
Level 1

Does anyone else have issues with Citizens Bank taking DAYS for accounts to sync?

Hello - 

 

I found many other people posting the same question without any resolution when i do a search on the community thread.  Updating manually doesn't work.  I have tried that.    I do not get an error.  The issue is that it takes many days for the bank transactions to show up in QB causing us to have to double check everything multiple times.   My bookkeep says it only happens with Citizens Bank.  Is there a way to look into this issue further or talk to a real person that can trouble shoot?   Thank you. 

MaryLandT
Moderator

Does anyone else have issues with Citizens Bank taking DAYS for accounts to sync?

Thanks for getting back to us, meg-rlconcetti-c.

 

Allow me to take over and provide additional insights before forwarding you to our QuickBooks Support Team. 

 

QuickBooks Online downloads the latest available transactions every night around 10 PM PT. Some may take a little longer, which is what you've experienced from Citizens Bank.

 

I suggest logging in to your bank's website and check for messages, notifications, or alerts. Any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.

 

To get in touch with our Phone Support Team, you can refer to these steps:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?) at the top right.
  3. Enter your concern, then select Let's talk.
  4. Select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

Our support hours start M-F 6 AM to 6 PM PT and Saturday 6 AM to 3 PM PT.

 

For the duplicate entries, you can always exclude them on your Banking page.

 

Let me know if there's anything else I can help you with QuickBooks. I'll be around until we fix the connection between Citizens Bank and QuickBooks. 

curlydog
Level 1

Does anyone else have issues with Citizens Bank taking DAYS for accounts to sync?

I do. It's very frustrating. Clear transactions can sometimes take 4-5 day to come over to reconciling. The balance updates in real time. Which makes me shake my head. I wish there was something that could be done. 

Esquire
Level 1

Does anyone else have issues with Citizens Bank taking DAYS for accounts to sync?

I am new user to Quickbooks.  I set up the bank feed to Citizens Bank, but every time I try to refresh, the Quickbooks browser opens (desktop, 2021 Pro) and I enter my login information, and the page says "loading..." forever!  It never actually connects.  I do not know what browser platform Quickbooks uses, but I can log in on Google Chrome, Firefox, etc. with no problems whatsoever.  I cannot get the feed to work AT ALL and I would like help as soon as possible please.  

 

 

AileneA
QuickBooks Team

Does anyone else have issues with Citizens Bank taking DAYS for accounts to sync?

Hello, Esquire. 

 

Thank you for reaching out to the Community. Let's make sure that your QuickBooks Desktop is updated to its latest release. This is to make sure that you have the latest features and will help you fix issues within your company. See this update QuickBooks to the latest release article for more information. 

 

Then, run the Verify and Rebuild Utility tool can help you fix this. The Verify Data can initially identify any data issues within your company file. Then, the Rebuild tool will self-resolve it. However, before we begin with the troubleshooting, let's secure a backup of your company file. Once done, we can proceed to verifying and rebuilding your data in QuickBooks Desktop. 

 

Verify data: 

 

  1. Go to File, then Utilities and choose Verify Data.

 

If it will detect an error, proceed and Rebuild your data

 

  1. Go back to the File menu and then Utilities and select Rebuild Data.
  2. Choose OK if you’ll receive a message to back-up your company file.
  3. After creating the back-up file, the Rebuild Data utility will run automatically.
  4. Click OK when you get the message Rebuild has completed

 

You can also check out this article for the detailed steps on running the Verify and Rebuild tool in QuickBooks Desktop: Resolve data damage on your company file.    

 

However, if you still unable to load the bank feed, I suggest reaching out to our support team, This way, they can recommend more fixes and resolve your issue in a timely manner.

 

Let me know the result of this troubleshooting in the comment section below. I need to make sure you're up-to-date and back to your normal business processing. Have a great rest of your day!

Esquire
Level 1

Does anyone else have issues with Citizens Bank taking DAYS for accounts to sync?

I tried each of your suggestions.  I had just recently purchased and downloaded this software, so as I expected, the software was fully updated.  Data integrity check was likewise without error.

 

I tried to contact QuickBooks using your instructions, but there is no link to "contact us" on the help page.  When I finally found a link to contact QuickBooks outside of the software and clicked it, the link was dead and went nowhere.  

 

I suspect that, based upon my review of QuickBooks' videos and help section, that I am going to go without assistance on this issue.  I find this software interface old looking and difficult to interact with.  The help manuals and videos are all geared toward the online subscription service which is significantly different than the desktop version that I am using.  Quite concerning.

Angelyn_T
QuickBooks Team

Does anyone else have issues with Citizens Bank taking DAYS for accounts to sync?

Hi, Esquire.

 

I appreciate you for performing some troubleshooting steps to resolve the issue you had with Citizens Bank while working with QuickBooks Desktop (QBDT). I want to make sure you'll be able to connect with our Support Team in no time.

 

Aside from the Help menu, you can use this link to reach out to a live representative: https://quickbooks.intuit.com/learn-support/help/en-us/contact-us?product=QuickBooks%20Desktop. From there, follow these steps:

 

  1. Select QuickBooks Desktop under Which product is your question about?, then click on Continue.
  2. Choose an edition, then enter a short description of your concern.
  3. Click Continue.
  4. Choose a way to connect with support.

 

Once connected, an agent can check out your account securely and help you with setting up your account for a bank feed connection. This lets you download bank transactions so you don't have to record them manually. All you need to do is to review them. I'm adding this link as your guide: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Let me know if you have any other questions by adding a comment below. I'm more than happy to help. Wishing you a good one!

davidfa
Level 1

Does anyone else have issues with Citizens Bank taking DAYS for accounts to sync?

Btw, I have exactly the same problem, to a "T" as described here.

 

I am choosing "Citizens Bank - Not Your Typical Bank" and following the instructions, which appear manual, downloading a .qbo file.

 

I use Quicken Desktop, and this same bank choice, and the feed works fine, completely automated.

 

I also am a QuickBooks Online user and everything works fine.

 

I have to agree, it feels like not much money or effort is being put in keeping the Desktop version up to date.

 

I am going to try to simply do a manual .qbo download in Chrome, outside of QB Desktop, and import it.  I am sure it will work (or at least I hope), and I suspect from the instructions INSIDE QBD, this is what we'd have to do anyways....It does not appear to be automated like in the other products of the Inutit family.

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