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Banking
Allow me to dive into this thread to assist you, @netispguy. I’ll provide you with insights regarding connecting to Citicards in QuickBooks Desktop (QBDT).
Please know that we see the urgency of this matter and that we want to ensure that you can successfully connect your Citi card account to QBDT. If you already tried the troubleshooting steps provided by my colleagues and the issue persists, I recommend reaching out to the technical support team again. They have the tools to investigate your account and address this issue and will do screen sharing if needed.
QuickBooks Support experts can view only your QuickBooks screen, but they only have access to QuickBooks and can’t take over your desktop or mouse, this way they can help you troubleshoot the problem and provide accurate guidance. To get help with your QuickBooks Desktop software, follow these steps:
1. Open QuickBooks.
2. Click on Help, then select QuickBooks Desktop Help/Contact Us.
3. Select Contact Us and provide a brief description of your issue, then select Continue.
4. Sign in to your Intuit account click on Continue and then Continue with my account.
- Make sure to Create a new account, if you don't have one.
5. Check your email for a single-use code. Enter this code and select Continue.
- If you have multiple accounts, select the one you want to use and click on Continue.
6. Choose to chat with us or request a callback.
Rest assured that we are committed to providing you with the best possible assistance and support. Please don't hesitate to reach out to us for any help you may need.
Furthermore, you might find it beneficial to refer to this article, which explains how to add and match Bank Feeds transactions in QuickBooks Desktop: Add and match Bank Feed transactions in QuickBooks Desktop.
In addition, to learn how to reconcile your accounts so they match your bank and credit card statements. Here's an article: Reconcile an account in QuickBooks Desktop.
Should you require additional assistance with any of these steps or have other concerns with your banking accounts, leave a comment below and I'll get back to you right away. Keep safe, @netispguy!