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Anonymous
Not applicable

How do I get Citibank citi cards to update?

I periodically have long periods where I can’t force Citi cards to update and get vague errors like “ We are having temporary problems accessing your account. Please wait a few hours and try again.” There is no way on mobile Safari or the mobile app to re-authenticate or refresh the connection. Nothing is wrong with the Citibank website. Currently it’s been 9 days in Dec 2022 since the cards have properly updated in QBSE and five days in Mint (for the same credit cards). mint also gives a vague error “data can’t refresh right now.”
8 Comments 8
KlentB
Moderator

How do I get Citibank citi cards to update?

Let me sort things out for you to ensure that you can obtain your latest available transactions, spam1.

 

Since there's no issue with Citibank's website, we can perform some troubleshooting steps in your QBSE mobile application. It could be that the piled-up cache in the system is causing this sync error. To rule this out, let's clear the accumulated app data. Feel free to follow the steps below.

 

  1. Go to your phone's settings.
  2. Choose  General, then select iPhone Storage.
  3. Tap QuickBooks Self-Employed from the application list.
  4. To free up the storage without deleting the important files, hit Offload App.

 

However, if the issue persists, you may need to uninstall and then reinstall the program.

 

Alternatively, you can also sign in to your account using a supported web browser. Then, execute a manual update to refresh the connection. Here's how:

 

  1. Click the Profile icon.
  2. Choose Manage accounts.
  3. Select Refresh all.

 

refresh.PNG

 

Once your transactions are downloaded, it's time to categorize and put them on the correct line of your Schedule C.

 

You're welcome to post again if you need help completing specific tasks in the mobile app. I’ll be around to assist you. Have a great rest of the weekend!

Anonymous
Not applicable

How do I get Citibank citi cards to update?

None of this did anything except offloading the app and reinstalling may have upgraded the app to a newer version. Slight UI changes such as there being 2 Reconnect buttons in the mobile app’s accounts > Citi connection UI. Those buttons don’t do anything except immediately generate an alert window stating “we’re having trouble connecting. Please try again.” The window appears so fast (immediately) that there doesn’t even seem to be an attempt to call to the citi API to refresh the data. 

browsers and incognito make no difference. 

MadelynC
Moderator

How do I get Citibank citi cards to update?

I appreciate your time getting back on this thread and updating us, @Anonymous.


Since the troubleshooting steps provided didn't fix your connection concern, it would be best to contact our support team. They have enough tools to determine the root cause of the issue and provide more solutions. They can also perform further investigation about it if need be.


Here’s how:

 

  1. On your mobile app, tap the + button or the Help option on the dashboard.
  2. Select Ask QB Assistant.
  3. Type in “Talk to a human,” then choose your preferred support method.


Once your Citibank gets updated, you can create rules to quickly categorize your common expenses and income. QuickBooks Self-Employed automatically handle them for you once downloaded.


If there’s anything else I can help you with about banking, please don’t hesitate to reach back out. I’ll be here to assist you. Keep safe always!

Anonymous
Not applicable

How do I get Citibank citi cards to update?

This problem temporarily went away in Dec/Jan of 2023 but for two months, my Citi accounts have not updated. There is no refresh link to click, no way to re-login, refresh-all doesnt work, incognito doesn't work, browser choices make no difference. There's been a bug since Jan 2023. Nobody will reply to the ticket that has been open for this for months; when is this going to get resolved?  

Nicole_N
QuickBooks Team

How do I get Citibank citi cards to update?

I wish you didn't have to go through all of these, @Anonymous.

 

I'll make it up to you by ensuring you get the best support available so that this gets taken care of right away. 

 

I recommend contacting our QuickBooks Self-Employed (QBSE) support team if you haven't done it yet. They have the proper tools to look into your account and perform a screen-sharing session to identify the issue further and walk you through the resolution. They can also create an investigation ticket if necessary.

 

You may follow the steps shared by my peer when contacting them or click this link: Contact QuickBooks Self-Employed Support.

 

Moreover, if you want to add transactions than the ones QuickBooks originally downloaded, check out this link: Add older transactions to QuickBooks Self-Employed.

 

Please keep us posted on this by leaving a comment below. You may also write any of your concerns here related to QuickBooks. We're always glad to lend a hand. Stay safe, and have a good one!

Anonymous
Not applicable

How do I get Citibank citi cards to update?

A ticket for this has been open and nobody will reply with a status update. They "closed" an open ticket related to some Citi syncing error that temporarily fixed the product and said "contact us if this hasn't resolved your issue." I did that - and nobody has responded in multiple weeks. The connection has been down for 2 months. You also have disabled the ability to email tech support which is frustrating.

ChristieAnn
QuickBooks Team

How do I get Citibank citi cards to update?

I appreciate you for coming back to the thread and adding extra details about your concern, Brianthedrummer. I can see that things have been challenging for you and how important to fix any Citi syncing error in QuickBooks. With this, I'll ensure you can receive an update about this matter and point you to the right support team to assist you further on this matter.

 

Since you already contacted our support team and a ticket has been raised, rest assured that you're now added to the list of affected users. You'll receive updates through email once the issue has been resolved. Also, you may reach out to our support again through call or chat if you need more details about the case.

 

Lastly, you may refer to this article to see details on how QBSE is designed to help you record your self-employed income and expenses, track mileage, and prepare your Schedule C: QuickBooks Self-Employed Overview.

 

If you have any other follow-up questions, let me know by adding a comment below. I'm more than happy to help, Brianthedrummer. Have a good one!

Anonymous
Not applicable

How do I get Citibank citi cards to update?

This problem continues until this day with still no updates from Citi as to whether there is even an open ticket on this. The only resolution to this that works is to re-add the Citi connection every time you log in. It fortunately is smart enough not to make a duplicate Citi connection and will temporarily refresh and fix the transaction data. Until you log in next time. Very frustrating. 

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