LeizylM
QuickBooks Team

Banking

I want to ensure you can connect your Citi bank account to QuickBooks, scottbart.

 

First, did you receive an error message when connecting your Citi Business Credit Card to QuickBooks Desktop (QBDT)? If so, it would help us review our system for any reported issues.

 

Also, have you tried following the steps provided by my colleague @ShyMae to connect with your bank? If not, I recommend doing so. You'll want to visit this article for more detailed information: Fix OL and OLSU Bank Feeds errors.

 

I've included details on how to manually import transactions for future use, enabling the addition of the latest bank data to QBDT: Download bank feeds. 

 

Furthermore, you can check out this article to help you manage your bank feed transactions and reconcile your accounts in QBDT, see these articles below:

 

 

Feel free to reach out if you have further questions about bank connections in QBDT. I'm always here, as are the Community folks, to assist you.