Is Quickbooks online not syncing with Citizens Bank?

Hi there, Shanti3. I'm here to ensure this banking issue gets resolved.

Beforehand, did you encounter any error messages on the Banking page? Adding additional details will help us investigate this.

Usually, QuickBooks Online (QBO) downloads the latest available transactions every night around 10 PM PT. Some may take a little longer. Since the Citizens Bank data isn't synching, I recommend performing a manual download. Doing so updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase after. 

Here's how:

1. Go to Transactions, then Bank transactions.
2. Select Update.

If it persists, the issue may be on the bank’s end. Let's sign in to your bank’s website to verify this.

First, get the URL QuickBooks uses to connect:

1. Go to Transactions, then select Bank transactions.
2. Select Link account. 
3. Search for your bank and select it.
4. Copy the URL listed for your bank.
5. Sign in to your bank or credit card's website using the copied URL.

Once signed in, perform the following steps below:

1. Check your account for messages, notifications, or alerts.
2. Look for any display prompt as you navigate the website. These can block QuickBooks from downloading new transactions.
3. Check your bank’s website for any announcements about new security requirements.
4. If everything looks good, update the bank again.

In case none of these fixes the problem, I suggest updating your bank info in QuickBooks. It could be the cause of the issue. To do so, follow Step 3 in this article: What to do if you get a bank error or can't download transactions in QBO. It also contains troubleshooting instructions if you encounter any banking errors.

In the meantime, you'll want to consider manually importing them into the program to obtain your latest available transactions. Once done, please refer to these articles for guidance on the categorization and reconciliation process:

• Review and match bank transactions
• Reconcile an account

If you have further questions about bank feeds or need assistance with other aspects of QBO, just let me know by adding a reply below. I'm always here to support you.

@Shanti3 

Try opening your QBO account on any private/incognito browser. If the same error persists, you can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

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

still not syncing for well over a month now..  what other options do we have?

I recognize the significance of your bank account syncing to QuickBooks Online (QBO), @mb102580. Let me chime into the thread and provide another option that can help resolve the syncing issue you're experiencing. 

To better assist you, can you provide more information about the specific error message you're seeing? This information will allow me to provide you with more targeted guidance or suggest potential solutions.

One option to resolve this issue is to update your bank information within QuickBooks. If you haven't done this yet, you can follow these simple steps:

1. Click the Transactions menu, then select Bank Transactions.
2. Select the tile for the bank account, then click the Pencil icon.
3. Choose Edit sign-in info, then update your info as necessary.
4. Afterward, click Update.

However, if the issue persists, I recommend contacting our Customer Support team to assist you further. They have the necessary tools to check your bank connection and investigate the cause of the syncing issue.

Here's how you can connect with them: 

1. Go to the Help menu, then select the Search tab.
2. Click Contact Us.
3. Enter a brief description of your concern, then select Continue.
4. Choose either Start a Chat or Get a Callback and start connecting with them.

Meanwhile, you can manually upload your bank transactions to manage them in your account.

Moreover, once everything is in place, you'll want to check out these helpful articles that can aid you in organizing your transactions and ensuring that your account is accurate and balanced:

• Categorize online bank transactions in QuickBooks Online.
• Match online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.

If you require further assistance while working with your bank feeds, I'm always here to help. It's my pleasure to assist you. Stay safe always!