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obgsales97
Level 1

How can I connect my citi card to quickbooks? I have contacted Citi for them to allow it.

 
1 Comment 1
Jelayca V
QuickBooks Team

How can I connect my citi card to quickbooks? I have contacted Citi for them to allow it.

Hello there, @obgsales97. I appreciate you taking the time to verify the connection with Citi. There are several ways to link your Citi card to QuickBooks Solopreneur, either through the Dashboard or the Bank transactions page.

 

Before we proceed, please note that Citi recently updated how some accounts connect with QuickBooks. When searching, ensure to choose the option that matches your specific card to connect successfully. For more information, check out this article: Correct Account to Link To.

 

Here's how to do it in the Dashboard:

 

  1. From the Dashboard, locate the BANK ACCOUNTS widget and click Find your bank button.
  2. Sign in with your bank credentials.
  3. Select the specific accounts to connect.
  4. Choose the transaction start date to finish the connection process.

 

Here's how to do it in the Bank transactions page:

 

  1. Go to Transactions, then Bank transactions.
  2. If this is your first time linking an account, click the Link Account button.
  3. If not, select the New transactions dropdown, then Link Account.
  4. Enter your card's name in the search bar and sign in with your bank credentials.
  5. Follow the on-screen prompts to complete the process.

 

Once everything is connected, QuickBooks will automatically download your recent transactions. You can head back to the Bank transactions tab to review and categorize them.

 

If you have further questions, please don't hesitate to click the Reply button below. I'll get back to you promptly.

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