Having trouble connecting /linking a citi business credit card with QBO. Anyone else ?

Try opening your QBO account on any private/incognito browser.

Hello there, @bob@mathnasium2.

I want to ensure this is taken care of. First, may I know if you received an error message when connecting your Citi Business Credit Card to QuickBooks Online (QBO)? It would help us review our system for any reported issues.

In the meantime, we can manually update your bank to refresh available transactions. 

Here's how:

1. Go to the Banking or Transactions menu.
2. Click the Banking tab.
3. Select the Update button in the upper-right corner.

You can also reach your bank and check for any maintenance updates or request to establish a connection with QuickBooks. If everything is good, make sure to select the correct bank name when connecting the account. I'll guide you on how.

1. Go to the Banking or Transactions menu on the left panel.
2. Select Link account or Add account. 
3. In the Connect your bank or credit card to bring in your transactions field, enter the URL listed for your bank.
4. Follow the on-screen instruction to connect your account.

Additionally, we 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. 

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

• Categorize and match online bank transactions.
• Reconcile an account

I'll be right here to continue assisting if you have other concerns or additional queries in connecting your bank to QuickBooks. Just leave the details below. Have a great day.

I've been experiencing this issue since May when oauth2 was updated.

Tried every combination of browsers, incognito, mac/pc, changing my password.  Nothing works.  Always the same message that my UserID or Password is incorrect, even though I can log into Citibank with no issues.

Very frustrating as my connection did work up until then.  No option to Update the connection as QB support's first recomendation was to delete the connection and start over.  Update did not work at that time.

Then proceeded to tell me is must be a Citibank issue.  Numerous calls to Citibank support only to have them tell me its a QB issue.

5 months later, still no solution. Who wants to load transactions manually?  Main point of using QB is so I don't have to do that.   Final support email from QB says they are closing the case as they can't find my Citi account - it must have been closed recently. Unreal. If anyone can figure this out, please post. 

Hi ITGurlSF,

I understand how it feels when a feature isn't working as intended. 

At this time, I'd suggest reaching out to our phone support team. One of our agents there can do a screenshare with you and investigate the login issue with your bank.

You can reach out to them via the ? Help menu.

Once this is resolved, you can categorize the transactions to ensure they're listed on the correct accounts. Here are references as your guide:

• Categorize and match online bank transactions.
• Reconcile an account

I'll be around whenever you need help about the categorization process.

Hello Adrian.

I've screen shared with QB twice in the past.

Last time being August 31st, Case #1587191433 where Wendy the tech (who was great) escalated to a sr. tech and they were still not able to resolve the issue.

:-(

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@ITGurlSF wrote:

5 months later, still no solution. Who wants to load transactions manually?   

 

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@ITGurlSF 

Utilize MT Online for the time being. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

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

I have the same problem!

Let's make sure to fix your connection issues, nobufilm1.

But before that, may I know if you're getting any errors once you connect your bank? This is to ensure that we'll be able to address properly your concern. You'll want to make sure that you're using the correct URL to connect to your bank and check if there is bank maintenance that may have triggered the issue.  Here's how:

1. Go to the Banking or Transactions menu on the left panel.
2. Select Link account or Add account. 
3. In the Connect your bank or credit card to bring in your transactions field, enter the URL listed for your bank.
4. Follow the on-screen instruction to connect your account.

If not, make sure that your financial institution's connection is supported to successfully connect or link to your bank without having issues. In the meantime, we can perform some troubleshooting steps to help fix this. There are times your browser is full of frequently accessed page resources that cause some unusual responses. To isolate this, try logging into your QuickBooks Online (QBO) account in a private window (incognito). Here are the keyboard shortcuts:
 

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

Once signed in, double-check if you can already connect to your bank. If you're able to do so, return to your default browser and clear the cache to speed up the loading process. Oftentimes, your cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing them refreshes the system, and you'll be able to work with a clean slate. If the issue persists, you can try using other supported browsers.

However, if you're still unable to connect, you can manually upload bank transactions to keep updated with the current ones. In addition, to learn more about how to match bank transactions downloaded in your QuickBooks Online account, check out this article for more details: Categorize And Match Online Bank Transactions In QuickBooks Online.

That will do now! Let us know if there's anything that you need about connecting your bank. We'll be right here to help.

Over two months has passed and I can still not link my Citi business credit card with QBO.  

I stopped using the Citi business credit card because of this and transferred all my transactions to a Capital One business credit card.

this problem is costing CITICARDS money.  I’m sure I’m not the only one. 

thanks

It is still not working.  I spoke to CIti support many times and Quickbooks support.  Everyone points to the other as the source of the problem. 

I can’t connect to any Citi bank login to look for my business cc accounts.  I tried ATT Universal as I was pointed to that for Citi Business cards but no luck. 

everyone says it will be fixed soon. It’s been many months and now 2 months since I posted and it still doesn’t work. 

My solution was to stop using Cit business credit cards.  I got a Capital One business card and have no problems downloading my transactions. 

Welcome back, bobbbooks.

I know that you've already contacted our Support Team about connecting Citi Bank in QuickBooks, However, I'd still suggest reaching them back. This requires help from them as they have the necessary tools to conduct further investigation.

Here's how:

1. Open your QuickBooks Account.

2. At the top right, click the Help icon.

3. Click Contact Us.

4. Under What can we help you with?, enter your concern.

5. Click Let's Talk.

6. You'll be routed into the Choose a way to connect with us page.

• Start a chat with a support expert.
• Get a callback from the next available expert.

7. Select how you want to contact them and fill in the information.

Please refer to this link to look for some information on how to organize your QuickBooks account and how to start creating transactions in the system and to run different reports: Help articles.

You're always welcome to post in the Community anytime you have other banking concerns or questions. We'll be here to assist you anytime.

December 12/30/2022 and this STILL isn't solved. UNBELIEVABLE. 

So I finally got in touch with someone at Citibank. I have the American Airlines Business Card. It won't connect through the regular credit card connection. I had to search for Citi Platinum Select for the correct connection. That worked after 2 hours and phone calls to Intuit and Citi. Looks like you can no longer just connect through the regular credit card website, but have to find your specific card for the correct link. 

Didn't work for me

Didn’t work for me too

Hello there, @Answersnotexcuses and @bobbbooks.

Let's search for your bank and use other listed versions of their name so you can connect your credit card account in QuickBooks Online (QBO) and manage your transactions accordingly.

Before we start, I want to verify if you've encountered any error messages while connecting your Citi Business credit card account. This way, I can provide the exact solution for this matter. 

Citi Business credit card either has multiple names on our list or doesn't connect to all types of accounts. That's why you're having connection issues with QBO.

To isolate this, you'll first have to check the following info:

• Verify the spelling. Make sure the spelling is exactly as it appears on your bank's website.
• Use very specific names to search for your bank. If you still can't find anything, try broader names like "Citi."
• Enter your bank's URL into the search. 
• Search for the name of the issuing bank, meaning the bank that issued your bank card. You can find the issuing bank's name on the back of your card.

Sometimes, banks will have multiple names, or they might have different types of accounts, but choose to only release one website for connection to QBO. With this, you can try other versions of your financial institution that are listed. To do this, here's how:

1. Go to Bookkeeping, select Transactions, and then Bank transactions, or go to Banking.
2. Select Connect account.
3. Enter the name of your financial institution. When it appears, select it from the list.
4. Select the link to go to your bank's website. This opens a new window.
5. Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
6. If you can access everything, sign out of the financial institution's website.
7. Go back and continue to add the account in QBO.
8. Continue to add the account to QBO.

Once connected and transactions are downloaded, you have to review and categorize them to keep your financial data accurate.

Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.

If you have other banking concerns or questions about managing transactions in QBO, please don't hesitate to comment below. I'm always ready to help. Take care, @Answersnotexcuses, and @bobbbooks.

same problem here. multiple phone calls to both. none of the solutions suggested either above or on the phone with support worked. infuriating.

Had the same issue with my Citi Costco card. Here's the fix, change your password. I had all sorts of !@#$%^&* in my password - when I changed it to a more simplistic password with a ' ! ' for my special character it connected. For example: fGOytjF34Vv!