US
About Citi statements
Citi (Citibank) is the US consumer bank inside Citigroup and is known more for cards than branches in many states. You grab the statement PDF from Citi Online or the app, under Statements — same as you would for any branch-based account.
The part a copy-paste can't handle is the layout. Citi groups activity into Deposits and credits, Debits, Checks and Electronic transfers rather than a single running list. The converter reads all of that into its own columns instead of losing it.
Currency stays USD (US dollars) and the MM/DD/YYYY dates carry straight through, exactly as they appear on the statement. Scanned or photographed PDFs work too: OCR reads them into the same columns, and the running balance is checked before anything downloads.
From there it's a normal QuickBooks import: the heavy lifting of reading the PDF is already done.
Why people convert Citi to QuickBooks
When you're cleaning up QuickBooks or taking on a new client, there are usually Citi months with no feed behind them. A converted file fills those in under Upload from file, instead of keying each transaction.
It also saves the back-and-forth at year end. Instead of asking a client for a CSV their Citi login may not even offer, you take the PDF they already have and convert it, so the numbers in QuickBooks match the statement line for line.
Import a Citi statement into QuickBooks
QuickBooks Online takes a CSV; QuickBooks Desktop takes a .qbo Web Connect file.
- Convert the PDF above. For QuickBooks Online download the QuickBooks CSV; for Desktop download the QBO.
- QuickBooks Online: Banking → Bank transactions → Link account → Upload from file.
- Pick the CSV, map Date / Description / Amount, choose the account, and import.
- QuickBooks Desktop: File → Utilities → Import → Web Connect Files, then select the .qbo.
infoOne honest caveat
The QBO file carries a placeholder bank id, so QuickBooks Desktop can reject it with an OL-301 error ("not a participating financial institution") until you set your own bank's id. For a reliable import, use the QuickBooks CSV in QuickBooks Online instead — we don't claim the QBO will import everywhere.
The totals are checked first
The totals are checked before you download. If a row is missing, the statement gets flagged right here — so a gap shows up before it reaches QuickBooks or your client, not after.
Frequently asked questions
Will the Citi file import into QuickBooks?expand_more
In QuickBooks Online the CSV imports cleanly under Banking → Upload from file. The Desktop QBO can hit an OL-301 error ("not a participating financial institution") until you set your own bank's id — so for Online, stick with the CSV.
What does a Citi statement look like?expand_more
Citi groups activity into Deposits and credits, Debits, Checks and Electronic transfers rather than a single running list. The converter reads each of those into its own column, so the QuickBooks-ready file imports into QuickBooks cleanly.
Where do I download the Citi statement?expand_more
From Citi Online or the app, under Statements. Save the PDF, then drop it into the converter above — multi-page and multi-month statements are read in one go.
What if my Citi PDF is just a scan?expand_more
Yes. Scanned or photographed PDFs are read with OCR into the same columns, and the balance check still runs, so a scan converts the same as a digital download.
Is it free?expand_more
Converting is free to start. Excel, CSV and JSON download with no login; the QuickBooks file needs a free sign-in.