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Level 1

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

 
4 Comments
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!

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. 

QuickBooks Team

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. 

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. 

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