How to sync citi visa account with quickbooks - sync not working
Welcome to the Online Community, paul110.
May I know if you receive any error codes/messages? This is to check if we have a reported issue.
While waiting for your reply, let me share some information about why a financial institution can’t connect to QBO. First, the bank could have multiple names on our list. We need to make sure to select the correct one.
Next, the bank might not connect to all types of accounts (for example, personal accounts vs. business accounts). Finally, it may not be a participating financial institution.
Let me share some troubleshooting steps to sync your Citi Visa account.
Go to the Banking menu and choose Banking to open the Bank and Credit Cards page.
Click on the Add account button to access Connect an account page.
Then, type in Citi Visa or the bank's URL in the Enter your bank name or URL field box.
Look for the name of the financial institution from the list.
Once found, click on it to display the Sign in to account window.
Follow the on-screen instructions to complete the process.
Make sure you can log in to the account via this site. If you’re able to access the account successfully, sign out of the financial institution's website and then continue in adding it to QBO.
However, if you’ve tried all suggestions matching your bank's name and unable to connect, use the WebConnect feature to bring the data into QBO. If the financial institution’s name doesn’t appear as a choice, let’s request support for Citi Visa.