![]() ![]() Enter your concern on the box provided, like " I'm unable to connect my Citibank in QBSE.".Select your preferred support method: Message an agent (live chat), or Get a callback. ![]() Click Assistant at the top, and then type Talk to a human.Open your QBSE account on a web browser.Please note that you can connect with one of our representatives M-F 6 AM to 6 PM and Saturday 6 AM to 3 PM PT. Here's how to contact our support team: They can determine what's causing this issue and escalate this case if needed. If all is good on their end, I'd suggest getting in touch with our live support. I'd also like this fixed as much as you do, got some ideas to make sure you can connect your Citibank in QuickBooks Self-Employed (QBSE).įirst, I'd suggest reaching out to your bank to know if they have on-going system maintenance or policy changes. If you have any other questions, feel free to post here at anytime. Create rules to speed up reviews in QuickBooks Self-Employed.Connect bank and credit card accounts to QuickBooks Self-Employed.They can pull up your account and further investigate why you're unable to connect your Citi Bank with QuickBooks.įor additional reference, you can check out these articles: If you're still unable to connect your bank account, I'd suggest reaching out to our Customer Support Team. QuickBooks Self-Employed will now automatically download your recent bank transactions. When you’re ready, select Connect securely.Enter the sign-in info you use for your bank's website.If you've already connected an account before, select Connect another.In the search box, enter the name or URL of your bank.Go to the Gear ⚙ icon, and then select Bank accounts.Once you've done refresh the page, we can try again connecting your bank accounts. Under Transactions, choose Bank Accounts.I'll be more than happy to help you.We can click the Refresh all button to get rid of this unexpected behavior when reconnecting between CitiBank and QuickBooks. I'm just a post away if you need further assistance about banking. Please refer to this article for more detailed steps: Manually import transactions into QuickBooks Self-Employed.įor more guidance, feel free to review this resource to make sure your financial record is posted in the correct accounts: Categorize transactions in QuickBooks Self-Employed. Then, you can manually import them to ensure you have the latest transactions. Alternatively, you can log in to your bank website to download a CSV file. If the issue persists, there might be some problem with your financial institution. Click Bank accounts under Transactions.Press Ctrl + Shift + N for Google Chrome.This help fix some bank connection since this doesn't save unwanted internet data. You can manually refresh your bank connection using an incognito window. Then, you can perform browser troubleshooting steps to fix it. Let's ensure that the internet connection is stable. There are notifications from their website that need your attention.The bank is performing system maintenance.There are several reasons why QuickBooks Self-Employed isn't updating your bank account. I can share some steps that can help you fix this issue. I appreciate the effort you've done to keep your bank connection updated. ![]()
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