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We haven't received any reports about the connection issues between CitiBank and QuickBooks Online., Mike. I'll ensure you can overcome this matter by providing relevant troubleshooting, which varies depending on its connection status.
Beforehand, we would like to ask for more details regarding your concern. Did you encounter an error message when linking your account? What specific behavior can you observe during the process? This information can help us identify the most suitable resolution.
In the meantime, you can visit your bank's website to check for any messages, notifications, or alerts about ongoing maintenance or updates. Once everything looks good, I recommend manually updating bank feeds to refresh your existing connections.
Here's how:
- Select Transactions in the left pane.
- Choose Bank Transaction and click the Update button.
On the other hand, if your bank isn't connected yet, link it again using a private window. Corrupted cache files cause unexpected behaviors, affecting your experience upon setting up online bank feeds. You'll want refer to these keyboard shortcuts depending on your browser:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Shift + Ctrl + P
- Microsoft Edge: Ctrl + Shift + N
If the same behavior persists, access your company using a supported and updated browser. This helps prevent any troubles when navigating the software to maximize your experience.
Meanwhile, please review this material for guidance if you can't see the appropriate CitiBank account you want to link: Fix CitiBank connection issue in QuickBooks Online.
Moreover, categorize your financial dealings and match existing entries for accurate reporting and tax calculation. After that, you can reconcile your accounts to ensure they match your actual statements and keep them balanced.
Should you require further assistance setting up a bank connection in QuickBooks Online, we're just around the corner to help. Simply leave your queries below, and we'll revert to this thread in no time with all the relevant data and resources you need.
