cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Experienced Member

QB for Mac not syncing with Citibank

This has been going on for a week. I contacted customer service and was told that the engineering team is working on it, that they have no time line for fixing it, and that they will not refund pro rata for the periods of time when this isn't working.

 

I can't access up to date information about my business. This is unacceptable.

2 Comments
QuickBooks Team

Re: QB for Mac not syncing with Citibank

Hello DC66,

 

Thank you for reaching out to the Community. I'm here to assist you with syncing Citibank transactions in QuickBooks Desktop for Mac.

 

I've double-checked the system and no longer found any open investigation specific for users using the Mac version. We can perform some basic troubleshooting to resolve any online banking issues going on with your program.

 

Please start with creating a new test company file and connecting your Citibank account. Here's how:

 

  1. Click the File tab at the top menu bar.
  2. Click New Company.
  3. Enter a name.
  4. Click Save.
  5. In the Create New Company wizard, enter the necessary information.
  6. Click Finish.
  7. The the Citibank account to the Chart of Accounts.
  8. Set up Online Banking for that account.
  9. Download transactions to the test account.

If you're in need to perform any further troubleshooting, you can follow the remaining solutions through the article below (scroll down to Solution 2):

 

Troubleshoot Online Banking (Mac).

 

If the problem persists, I recommend contacting our Support Specialists again. They'll be able to check further the status of the previously reported banking issue on your behalf.

 

Here's how you can reach them:

 

  1. Open QuickBooks Desktop for Mac.
  2. Click the Help tab at the top menu bar.
  3. Click QuickBooks Desktop Help.
  4. Click the Contact us hyperlink.

Please reach out to me here should you need any further assistance with syncing Citibank. I'm always available to talk QuickBooks.

Experienced Member

Re: QB for Mac not syncing with Citibank

apparently the issue has been fixed. thanks.