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smkardos-k-space
November 13, 2022
Solved

Why can't I connect my Citibank business credit card to QuickBooks Online?

  • November 13, 2022
  • 9 replies
  • 41 views
QuickBooks has been working on it since May, also.
Best answer by katelynner

If you are able to complete the connection with your bank account but no transactions seem to appear, start with a manual update since a stuck connection often clears up on its own. If it's still not connecting, the cause is usually one of two things: searching under the wrong account name, or an outdated browser blocking the connection. Here's how to check both.

 

Step 1: Try a manual update

  1. Go to Bookkeeping, then Transactions, then Bank transactions.
  2. Select Update.

 

Connecting an AT&T Universal Business or CitiBusiness card?

Citibank recently changed how some of its business card accounts connect to QuickBooks. If you can't find your card when searching for it, try searching under a different name instead:

  • AT&T Universal Business Rewards, CitiBusiness® Platinum Select, CitiBusiness ThankYou® Card, or CitiBusiness® World Card: search for AT&T Universal Business / CitiBusiness Cards.
  • CitiChairman® American Express® Card: search for Citi Chairman AmEx Cards.

 

Seeing a "please upgrade your browser" message?

This means the bank's website doesn't recognize your current browser version.

  1. Make sure you're using a supported browser (Chrome, Edge, Firefox, or Safari) updated to its latest version. QuickBooks supports the current version and two previous versions of each; older versions, including Internet Explorer, aren't supported.
  2. Try connecting again in a private or incognito browser window to rule out cached data or extensions getting in the way.

 

Once you're connected, you're all set to start categorizing and matching your Citibank transactions in QuickBooks.

 

Let us know how it goes, or if you're seeing a different message than what's covered here.

 

9 replies

A
AileneAModerator
Moderator
November 13, 2022

Hello, smkardos-k-space.

 

I checked our list of open alerts, and I can't find anything related to issues being unable to connect with Citibank's business credit card in QBO.  

 

To do more digging on this. May I know if you received an error message when connecting your Citibank Business Credit Card to QuickBooks Online (QBO)? 

 

Also, I suggest reaching out to your bank and checking for any maintenance updates or request to establish a connection with QuickBooks. If everything is good, make sure to select the correct bank name when connecting the account. I'll guide you on how.

 

  1. Go to the Banking menu on the left panel.
  2. Select Link account or Add account. 
  3. In the Connect your bank or credit card to bring in your transactions field, enter the URL listed for your bank.
  4. Follow the on-screen instruction to connect your account. 

Additionally, we can manually upload your bank transactions into QuickBooks through a web connect file. I'll show you how.

 

  1. Download the data from your bank website. Then, map the transactions in a CSV file.
  2. Open your QBO account and tap the Banking menu.
  3. Click the Link Account drop-down.
  4. Tap the Upload from file option. Then, press select and choose the file you want to upload.
  5. Choose a QBO file from the list, then Open and follow the on-screen instructions to map the fields.
  6. Select the transactions to import. 

 

To keep your accounts and bank data accurate from time to time, I recommend checking these articles for tips and guides:

 

 

If there's anything else you need from me, feel free to comment below. I'm always here to help in any way I can. Have a great rest of your day!

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
November 14, 2022

@smkardos-k-space 

Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.

https://www.moneythumb.com/?ref=110

 

R
RickLa
January 9, 2023

I have the same issue since May as well. Used to be able to connect using AT&T Universal Business / CitiBusiness Cards. 

Rubielyn_J
Rubielyn_J
Level 8
January 9, 2023

It's my priority to help connect AT&T Universal Business/CitiBusiness Cards to QuickBooks, @RickLa.

 

The way that some of CitiBank's accounts connect to QuickBooks Online has recently undergone significant adjustments. Because of this, it's possible that your current connections won't work or that you won't be able to find your account to establish a new connection.

 

To find the correct account to link to in the table shown in this article: Problems connecting my CitiBank account.

 

If issue persists, I suggest contacting your bank and checking for any maintenance updates or request to establish a connection with QuickBooks. 

 

Otherwise, call our support team for further investigate. This way, they can find the root cause of your concern and provide a fix. 

 

Here's how to reach them:

 

  1. Sign in to your QuickBooks Online company.
  2. Select the Help (?) menu.
  3. Choose the Assistant tab.
  4. Click the Talk to a human option.
  5. Select Get help from a human.
  6. Click either Chat with us or Have us call you button.

 

I've added these articles to help you manage banking transactions and resolved unexpected behavior when trying to update your bank transactions:

 

 

Keep me posted if you have other questions about connecting your AT&T Universal Business / CitiBusiness Cards with QuickBooks. I'm always here to help. Stay safe always.

O
oneobserver
August 21, 2024

Still not working as of August. It brings you into a security page when you try and connect and if you go to the overview page you get the following message:

---

Please upgrade your browser.

 

We don't support this browser version anymore. Using an updated version will help protect your accounts and provide a better experience. Please upgrade your browser

---

 

So the problem is with how QBO is presenting itself to Citibank and QBO needs to upgrade their browser interface.

I
Irene RQuickBooks Team
QuickBooks Team
August 21, 2024

I recognize the importance of connecting your Citibank credit card to your QuickBooks Online (QBO), Oneobserver.  

 

Before anything else, I'd like to ensure you're accessing your QBO account on the supported web browsers. Know that there are search engines that significantly impact the software's performance due to QBO system requirements. QuickBooks supports the current version and two previous versions of web browsers. However, Internet Explorer is no longer a supported browser.

 

Here's a list of supported browsers, both web and mobile devices:

 

  • Google Chrome: version 78 or newer
  • Microsoft Edge: version 79 or newer
  • Mozilla Firefox: version 76 or newer.
  • Opera: version 68 or newer
  • Safari: version 12 or newer (Mac only)
  • Samsung: version 10 or newer

 

Furthermore, I recommend contacting our QBO customer care team to investigate the error you're experiencing after utilizing one of the mentioned browsers above. To reach them, you can follow the steps below:

 

  1. Log in to your QBO account.
  2. Click on Help (?) at the upper right corner of your screen.
  3. Tap on Search, then select Contact Us.
  4. Select a topic to connect with the right expert.
  5. Choose how to contact our QuickBooks Online support team.
  • Via a Callback, where they’ll save you a spot and call you back.
  • Via Chat, start a chat with our support.

 

Return to this thread if you need additional assistance connecting your Citibank credit card to your QBO account, Oneobserver. The Community will be here to help you out once we get your reply.

O
oneobserver
August 30, 2024

I am using Chrome as my default browser on Windows 11, and about every 3 days it makes me update it to the very latest version, so my browser version is not the issue. The problem is the micro-browser module that you are using embedded in QBO is presenting a older browser tag to the web servers for the banks. In my case the servers at Chase Banking are not accepting the tag you are presenting and saying the browser is out of date. You can see this behavior if you simply attempt to link a Chase account. You don't even have to have an account to get the behavior to show itself, as it fails on the initial connect attempt with an error page telling you system requirements. If you click the link to go the main page in that window, it will specifically tell you that your browser is out of date. In most cases, the fix is to simply update that tag in your code to a supported web server version.

katelynner
katelynnerCommunity ManagerAnswer
Community Manager
August 21, 2026

If you are able to complete the connection with your bank account but no transactions seem to appear, start with a manual update since a stuck connection often clears up on its own. If it's still not connecting, the cause is usually one of two things: searching under the wrong account name, or an outdated browser blocking the connection. Here's how to check both.

 

Step 1: Try a manual update

  1. Go to Bookkeeping, then Transactions, then Bank transactions.
  2. Select Update.

 

Connecting an AT&T Universal Business or CitiBusiness card?

Citibank recently changed how some of its business card accounts connect to QuickBooks. If you can't find your card when searching for it, try searching under a different name instead:

  • AT&T Universal Business Rewards, CitiBusiness® Platinum Select, CitiBusiness ThankYou® Card, or CitiBusiness® World Card: search for AT&T Universal Business / CitiBusiness Cards.
  • CitiChairman® American Express® Card: search for Citi Chairman AmEx Cards.

 

Seeing a "please upgrade your browser" message?

This means the bank's website doesn't recognize your current browser version.

  1. Make sure you're using a supported browser (Chrome, Edge, Firefox, or Safari) updated to its latest version. QuickBooks supports the current version and two previous versions of each; older versions, including Internet Explorer, aren't supported.
  2. Try connecting again in a private or incognito browser window to rule out cached data or extensions getting in the way.

 

Once you're connected, you're all set to start categorizing and matching your Citibank transactions in QuickBooks.

 

Let us know how it goes, or if you're seeing a different message than what's covered here.

 

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