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ohv
Level 1

First Citizen Bank not connecting

Good and Bad news

I was able to upload a feed but it was only 1/4 worth of transactions. Most of them that carried forward were coded wrong. Has any anyone experienced this?  Thank you

AileneA
QuickBooks Team

First Citizen Bank not connecting

Hello, ohv. 

 

I understand the trouble you're facing with the transaction import. And I know how frustrating it must be to have incorrect coding on most of your carried-forward transactions. I've checked with my tools to see if there is an ongoing issue with First Citizen Bank about missing transactions and wrong coding, and I found no similar problem. 

 

Let's work together to resolve this issue. I want to ensure that your transactions are accurately coded and you have a smooth experience with QuickBooks. Could you please provide me with more details about the specific affected transactions? This will help me investigate the problem and find a solution for you. 

 

In the meantime, I recommend reviewing the transactions that were imported incorrectly and making note of the correct coding for each one. This will help us rectify the situation more efficiently. Rest assured, we will look into this matter and work with you to ensure that the incorrect coding is corrected. We can explore options such as manually adjusting the transactions or re-importing them with the correct coding if necessary. For more information, you can check out this article about WebConnect: Manually upload transactions into QuickBooks Online.  

 

Once issues have been resolved and to ensure the accuracy of your transactions, we can start categorizing your data. Here's how: 

 

  1. Go to the Banking menu, and click the Banking tab.
  2. Select the tile for the account you want to review.
  3. Click the For Review tab.
  4. Then start categorizing it. 

 

By categorizing your online bank transactions in QuickBooks Online, you can ensure that your financial records are accurate and organized. It also helps generate meaningful reports and track your business expenses more effectively.

 

Let me know if there's anything else I can help you with with QuickBooks. I'll be around until we fix the issue with Citizens Bank. Have a great day!

julijascerba
Level 1

First Citizen Bank not connecting

Guess what?! It is July 2024 and I am having an issue with First Citizens Commercial Advantage bank connection with QBO; it does not connect.   Sounds like an issue which happens each year.  Just spent 50 minutes on call with QBO assistant, and not fixed. I have not had a connection for a month now, since middle of June. What the heck?! I get these messages: "First Citizens Bank Commercial Advantage isn't available. 

We can't connect to First Citizens Bank Commercial Advantage right now. Try again later.(102)"' Anyone else is having problems now, in 2024?

RhoiceW
QuickBooks Team

First Citizen Bank not connecting

Hi there, Julija. I understand the importance of connecting your bank account in QBO, and we are committed to providing you with a better experience in QuickBooks.

 

We have received reports of similar cases related to connecting your First Citizens Bank Commercial Advantage in QBO (INV-108102). Since you've already contacted our support team, I assure you that you'll receive an email notification once the issue has been resolved.

 

Furthermore, refer to this article to learn how to categorize bank transactions in QBO: Categorize online bank transactions in QBO.

 

Comment on the post if you still have concerns about bank connection in QBO. I'm always here to help you in any way I can. 

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