Convert Citi Statement to QBO
Upload your Citibank PDF statement and get a clean QBO file in seconds. Our dedicated parser extracts transactions from Citi statements with high accuracy. No signup required.
Drop your bank statement here
PDF, up to 50 pages
Why convert to QBO?
One-click import into QuickBooks Desktop and QuickBooks Online
Transactions appear directly in your bank feed for reconciliation
No manual column mapping or data transformation needed
Preserves transaction dates and descriptions for matching rules
Saves hours of manual data entry for bookkeepers and accountants
About Citi statements
QBO (QuickBooks Online) is the native import format for Intuit QuickBooks, both Desktop and Online versions. It uses a simplified financial exchange structure that QuickBooks reads directly, enabling one-click bank feed imports without manual data entry or column mapping. Citibank statements present transactions with Date, Description, Debit, Credit, and Balance columns. Credit card statements group transactions by billing period with separate sections for payments, credits, and purchases, each parsed individually.
How Citi statements map to QBO
- Printed date format
- MM/DD or MM/DD/YYYY (mixed within the same statement)
- Typical description prefixes
- AUTOPAY AUTO-PAYMENT, PAYMENT THANK YOU, DIRECT DEBIT PAYMENT, Interest Charge on Purchases
- Account currency
- USD
The QBO file is the OFX body plus an Intuit INTU.BID header, with CURDEF set to USD. Because the account is in USD the file header declares USASCII / 1252, the legacy encoding US accounting software expects. The OFX <NAME> field is cut to 32 characters, and the longest Citi description prefix ("Interest Charge on Cash Advances", 32 characters) already fills it, so the merchant part of that line does not survive in <NAME>.
Citi statement details the parser handles
- Mixed date formats occur within a single PDF: some rows MM/DD, others MM/DD/YYYY
- Account ending preferred form is 'Account ending in 1234' producing a '****1234' mask in the export
How to convert your Citi statement to QBO
- 01
Download your statement from Citi
Log in to online.citi.com, go to your account, and navigate to 'Statements' in the account menu. Select the billing period you need and click the PDF download icon to save the statement.
- 02
Upload the PDF above
Drag and drop the PDF into the upload area on this page, or click to browse. The parser detects Citi automatically.
- 03
Preview your transactions
Review the extracted transactions in the preview table. Verify dates, descriptions, and amounts are correct before downloading.
- 04
Download your QBO file
Click the QBO download button to get your converted file. Import it into QuickBooks Desktop or QuickBooks Online or share it with your accountant.
Frequently asked questions about Citi to QBO conversion
How do I download my Citi statement as a PDF?
Log in to online.citi.com, go to your account, and navigate to 'Statements' in the account menu. Select the billing period you need and click the PDF download icon to save the statement.
What data is extracted from Citi statements into QBO?
The QBO file contains transaction records formatted specifically for QuickBooks import. Each transaction includes the date, payee description, and amount. When imported, transactions appear in your QuickBooks bank feed ready for review and categorization.
Can I convert Citi credit card statements to QBO?
Yes. All Citi credit card statements are supported, including Citi Double Cash, Citi Premier, Citi Custom Cash, Citi Simplicity, and Costco Anywhere Visa. Checking account statements are also supported with the same high accuracy.
Is my Citi statement data safe during QBO conversion?
Yes. Your Citi PDF is processed in memory and discarded after the QBO file is built; it is never stored, logged or shared.
How much does it cost to convert a Citi statement to QBO?
Free for up to 10 pages a day with no signup. Paid plans start at $9/month for 300 pages and include QBO like every other format.
Convert your Citi statement now
No signup required. Upload your PDF and get results in seconds.
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