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Replying to:
ReyJohn_D
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I'd also like this fixed as much as you do, @deanhowell.

 

I've got some ideas to make sure you can connect your Citibank in QuickBooks Self-Employed (QBSE).

 

First, I'd suggest reaching out to your bank to know if they have on-going system maintenance or policy changes. If all is good on their end, I'd suggest getting in touch with our live support. They can determine what's causing this issue and escalate this case if needed.

 

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:

 

  1. Open your QBSE account on a web browser.
  2. Click Assistant at the top, and then type Talk to a human.
  3. Select your preferred support method: Message an agent (live chat), or Get a callback.
  4. Enter your concern on the box provided, like "I'm unable to connect my Citibank in QBSE."
  5. Please follow the on-screen instructions to proceed.

 

Another way to contact us is through your iOS device. For more information, please check out this link: Contact QBSE Support.

 

Meanwhile, you can manually upload your transactions to bring them into QBSE. Once done, you're now ready to categorize your entries to ensure they go to the right accounts.

 

Feel free to tag me if you have more banking concerns or any QuickBooks-related. You can lean on me anytime.

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