JoesemM
Moderator

Banking

CitiBank has recently updated the way certain accounts connect to QuickBooks, crie73. If you can't find the correct CitiBank account to connect to, you may need to search for the account differently. Let me provide details to assist you.

 

You can start by checking with your bank if there are some changes in how they support QuickBooks Desktop. Just sign in to your bank's website and check for messages. If you're using these accounts you can search for:

 

  • AT&T Universal Business Rewards -  AT&T Universal Business / CitiBusiness Cards
  • CitiBusiness® Platinum Select-  AT&T Universal Business / CitiBusiness Cards
  • CitiBusiness ThankYou® Card- AT&T Universal Business / CitiBusiness Cards
  • CitiBusiness® World Card -  AT&T Universal Business / CitiBusiness Cards
  • CitiChairman® American Express® Card -Citi Chairman AmEx Cards

 

If you can't find your bank, please contact our Customer Support Team. They can help look into this issue and start an investigation if needed. I've added this link to know when to contact us: QuickBooks Desktop Support.

 

In the meantime, you can download transactions using Web Connect. Doing this will help ensure your books have accurate records. You can refer to this link for additional information: Download Bank Feed transactions in QuickBooks Desktop.

 

Let us know if you have questions about linking your bank accounts and managing your transactions in QBDT. We're here to help you at any time.