It seems that an unsuccessful connection or a cache issue may be preventing your other accounts from displaying, @BIRDY AT THE WHEEL. Don’t worry; I’m here to help you troubleshoot this problem.
To start, let's examine your browser to identify the source of the issue. Please open your QuickBooks account using a private browsing window (also known as incognito mode). Here are the keyboard shortcuts for accessing this mode based on your browser:
- Microsoft Edge: Ctrl + Shift + N
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
If you can access your accounts without any errors in incognito mode, this suggests that the problem might be related to your browser's cache. In that case, please reopen your standard browser and clear its cache to eliminate any conflicts caused by stored data. If issues persist, you may also want to try accessing QuickBooks using a different supported browser.
After completing these steps, attempt to reconnect your accounts to see if they appear.
If the issue continues, please provide a screenshot of the problem so I can better understand what’s preventing the connection. This will help me offer you more precise recommendations.
Once you've successfully connected three of your Citi accounts, QuickBooks will automatically download the transactions for you. After the transactions are downloaded, it's important to categorize them properly to help you keep track of your expenses and income, making it easier to generate accurate reports at the end of the month or year.
Thank you for your patience as we work through this issue together! I truly appreciate you reaching out, and I’m here to ensure you get back on track. If you have additional questions about connecting your banks to QuickBooks, please let me know. I'm always here to help. Have a great day!
