Has anyone found a resolution to the CitiBusiness Online connection not working with QB?

Your time and effort spent in contacting our support team are valued, accounts. I appreciate your dedication and perseverance in finding a resolution to your concern. Let's explore some of the common issues and potential solutions to help you navigate these challenges effectively.  

There are multiple potential causes for the difficulties you're experiencing in reconnecting your CitiBusiness Online account to QuickBooks Online (QBO). This issue can stem from various factors, and understanding them can help troubleshoot the problem more effectively. I'll lay out the following:

• Your bank has multiple names on our list. Ensure you have selected the correct listing or have tried all possible links. Search by the banking sign-in URL to ensure you are using the correct listing.
• Your bank does not connect to all types of accounts (for example, personal accounts vs business accounts).
• Your bank is not a participating financial institution.

Given that you're encountering difficulties in relinking your bank account, we can explore several alternative steps to address the issue. I'll add detailed suggestions to help you manage your banking transactions in QuickBooks Online (QBO) while resolving the connection problem.

The first one is to search for your bank. If you can't find your bank when you search, you can refer to the following steps to ensure you're looking for the right one:

• Verify the spelling. Ensure you're entering your bank's name exactly as it appears on their official website.
• Try specific and broad searches: Start with the full name of your bank. If that doesn't work, try shorter or more general terms like "Citi" for Citibank.
• Use the bank's website URL: Enter the bank's web address in the search field (e.g., "hsbc.com" for HSBC).
• Search for the name of the issuing bank, meaning the bank that issued your bank card. You can find the issuing bank's name on the back of your card. "Chase", "HSBC", or "Bank of America" should work, but "Visa" may be too generic.

The second option is to explore other listings of your bank's name. Financial institutions often operate under multiple names or offer various account types but may only provide a single connection point for QBO. To handle this, try searching for different versions or variations of your bank's name that are available in the system. This method can sometimes help you find the correct connection, even if it isn't under the exact name you initially expected. I'll guide you through the steps:

1. Go to Transactions, then select Bank transactions 
2. Choose Link account.
3. Enter the name of your financial institution. When it appears, pick it from the list.
4. Select the link to go to your bank's website. This opens a new window.
5. Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
6. If you can access everything, sign out of the financial institution's website.
7. Go back and continue to add the account in QBO.
8. Continue to add the account to QBO.

The third alternative is to request support from your bank. If you have explored all the variations of your bank's name and are still unable to connect, or if your bank is not listed, it's time to seek assistance from your bank. Here's how:

1. Go to the Connect an account window and search for your financial institution's name.   
   
2. The message, Hmm, we can’t find [name of the bank you entered] in our list of supported banks will display and click the Request green button.
   

In the meantime, as you await updates from your bank regarding your requests, you can manually import your bank data into the program using a CSV file format. This method serves as a temporary solution, enabling you to accurately track your statements.

I appreciate your posting your concerns here in the Community forum, accounts. If you have additional questions about bank connectivity in QBO, share them with me in the comment section below. I'll be available to continue our discussion and offer a resolution to ensure you can reconnect your CitiBusiness Online account effectively. 

Hi Erica, your answer doesn't help, you're not reading the original comment.

For Citi business online you need to use a different bank code (still trying to find which one), and Not Citibank.

You will be asked to enter Business Code, User ID, and Password.

I am having the same issue. I cannot access citibusiness online and I cannot find citibusiness on the list of Banks.

I am also having this issue. No issues with the connection until yesterday and now no access and no fix.  The above support comment is not at all helpful.  There is only one Citibank connection available and it is not for CitiBusiness.

Good day, everyone.

I appreciate your effort in informing us through this thread about the missing CitiBusiness Online when connecting an account to the program. We've received similar cases of the said bank's connectivity issues, and I'll point you to the right support team for assistance.

Since all of you are unable to access it, I suggest getting in touch with our experts to be added to the list of affected users. This way, you'll receive updates on the report's progress. Rest assured that our engineers are working diligently to get this resolved.

Here's how to communicate with them:

1. Go to the Help icon and choose Search.
2. Click the Contact Us button and enter your concern.
3. Press Continue.

See this article for our operating hours: QuickBooks Online Support.

Once everything's good, visit these resources to speed up the review process of your entries:

• Categorize and match online bank transactions in QuickBooks Online
• Set up bank rules to categorize online banking transactions in QuickBooks Online

Ask further banking matters that come to your mind by replying to my post. Syncing or managing transaction concerns are welcome.

I am also having this issue.  

Quickbooks Online was not able to update my transactions from CitiBusiness Online.
There was a button to learn more with an article explaining how to update the connection.

One of the steps was to disconnect and reconnect the account as a linked account.

I disconnected the account an it disappeared.  

I tried to reconnect, and CitiBusiness isn't an option for linking.

I tried to link to Citi, but that was the personal checking login, not the business login.

Please help QuickBooks! This is unacceptable.

Please fix the CitiBusiness Online connection.

The login process for CitiBusiness is not the same as Citi.

Somehow this process is broken and no longer available when I search.

I can no longer download transactions.

I can see the urgency of getting your bank connection fixed, Shammai. With this, I'll route you to the best help who can conduct a thorough investigation into the root cause of this issue.

Since the connection issue between CitiBusiness and QuickBooks Online (QBO) continues despite performing an update, I'd recommend contacting our Customer Care team for further assistance. To do this, here's how:

1. Sign in to your QBO company.
2. Go to the Help (?) menu.
3. Select the Search tab.
4. Click the Contact Us button.
5. Select the Using QuickBooks topic in the What can we help you with? page.
6. Choose a way to connect (Callback or Chat).

Once the connection is fixed, your most recent transactions will download. Ensure to categorize and match them to maintain the accuracy of your financial data.

I'll keep this thread open so you can comment on any additional bank connection concerns or questions about managing transactions in QBO. I'm always ready to help you out.

I'm experiencing the same error. I cleared the cache, I tried syncing in Incognito mode, I tried entering the name different ways as Citibusiness Online and URLs, I kept submitting several combinations of name. The program returns this message when I try to fix it.

I am having the same problem.  Spoke to support for an hour yesterday and they were no help.  Spoke to Citi business and they said it was a QuickBooks problem.  I am surprised how uninformed their support staff are. This must be a global problem with Citi business.  Time to move to another bank or accounting package.

Hello, DrBR.

I'll direct you to the appropriate team to resolve the error message you encountered when trying to connect to CitiBusiness in QuickBooks Online (QBO).

Since you've verified that your bank doesn't have issues with their website, I recommend contacting our Support Team for further assistance. There's an ongoing investigation with CitiBusiness having connectivity issues. They can add you to the list of affected users and be informed promptly once the issue is resolved.

Here's how:

1. Log in to your QuickBooks Online (QBO) account, and click the Help button at the top right corner.
2. Go to the Search tab, then select Contact Us. Enter a summary of your concern, then click Continue.
3. Choose a way to connect with us. You can either choose Chat with us or Have us call you.

In addition, You can always manually upload your banking transactions, in the meantime. For additional details about this process, check out Manually Upload Transactions in QuickBooks Online. 

If you have more questions about QuickBooks or need help with bank transactions in QBO, please contact us anytime. Our team is always ready to help you. Always stay safe.

Unfortunately I have the same issue. It's been working well until Tuesday July 30, 2024. Next day synchronization was no longer possible. When I try to connect to Citi Business I get:

I just spent time with another QBO agent and I was ensured the developers are working on it ... so, there is hope! 

Have a happy Friday

Me too. The system told me to discconnect and reconnect, but CitiBusiness is no longer in the bank list. Went to QBO chat room and screen sharing, but still can't fix the issue. The rep has helped me to escalate the issue to support. Hope it can be resolved soon. Too bad it happens at month end close.

Me too. The system told me to discconnect and reconnect, but CitiBusiness is no longer in the bank list. Went to QBO chat room and screen sharing, but still can't fix the issue. The rep has helped me to escalate the issue to support. Hope it can be resolved soon. Too bad it happens at month end close.

Same issue. After a lot of being passed back and forth, Citi told me they are migrating systems so trying to figure it out but no assurance or ETA...

Looks like it's back working. I got an email and using an incognito window access, I got all my transactions in.

Which bank connection did you pick in QB online banking? When I was in the chat room we also try to use incognition window but didn't see CitiBusiness. Is your bank login page https://businessaccess.citibank.citigroup.com?

I used:

it works. thanks for your help

I tried this and it is asking me for an 8 digit business code and when I call Citi, they tell me they tell me that they don't have a code and then hang up. I am so done with Citi, I've started transitioning to another card.

What is the business code or how do I get it? Citi is absolutely worthless...

I recognize how essential it is to connect your CitiBusiness to QuickBooks Online (QBO) for accurate record-keeping of your transactions, Adlas. Let me provide some information about this matter.

When you connect your bank in QuickBooks Online (QBO), you'll be prompted to enter your login credentials. However, since you've been asked for a business code and your bank doesn't require it, I suggest contacting our support team to help you effectively with this.

Here's how to reach out to them:
 

1. Go to the Help (?) and select the Search tab.
2. Next, click Contact Us.
3. Choose a topic to connect with the right expert or choose to ask about something else to enter a brief description of your concern. Then, click Continue.
4. Lastly, pick either Start a Chat or Get a Callback to start connecting with them.
    

Furthermore, I'll leave these articles for guidance on how to classify transactions and balance your bank and credit card accounts:
 

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

If you have other banking concerns or need assistance with your transactions, you can add comments anytime. We'll be here always.