Citibank → QBO for Tax Advisors
As tax advisor, you need Citibank bank statements in QBO format. Citibank statements include checking, savings, and credit card transactions with detailed merchant descriptions. BankScan AI parses all Citibank account types. BankScan AI handles the conversion — MM/DD/YYYY, combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures, and all.
How It Works
Upload Citibank PDF
Drop your Citibank statement PDF. Supports PDF.
AI converts to QBO
Parses Citibank's MM/DD/YYYY, extracts all transactions, outputs QBO (.qbo).
Use in your tax advisors work
Download and use with TaxCalc, Taxfiler. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
Citibank + QBO + Tax Advisors
- Citibank expertise — Handles MM/DD/YYYY and combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures
- QBO output — QuickBooks recognises QBO files natively — double-click to import. Transactions land directly in the bank reconciliation queue with payee names and amounts pre-populated.
- Built for tax advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
Citibank to QBO — For Tax Advisors
Handles MM/DD/YYYY, outputs perfect QBO. Free tier available.
Convert Citibank to QBO Free