Banking

Hi hattier. 

We can click the Refresh all button to get rid of this unexpected behavior when reconnecting between CitiBank and QuickBooks. 

Here's how to Refresh the page:

1. Go to the Gear icon at the top.
2. Under Transactions, choose Bank Accounts.
3. Click the Refresh all button.

Once you've done refresh the page,  we can try again connecting your bank accounts. Here's how:

1. Go to the Gear ⚙ icon, and then select Bank accounts.
2. In the search box, enter the name or URL of your bank. Then select Continue.
3. If you've already connected an account before, select Connect another.
4. Enter the sign-in info you use for your bank's website.
5. When you’re ready, select Connect securely.

QuickBooks Self-Employed will now automatically download your recent bank transactions.

If you're still unable to connect your bank account, I'd suggest reaching out to our Customer Support Team. They can pull up your account and further investigate why you're unable to connect your Citi Bank with QuickBooks.

For additional reference, you can check out these articles:

• Connect bank and credit card accounts to QuickBooks Self-Employed
• Create rules to speed up reviews in QuickBooks Self-Employed

If you have any other questions, feel free to post here at anytime. Thank you and have a nice afternoon.