Citibank → QBO for Tax Preparers
As tax preparer, 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 preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Citibank + QBO + Tax Preparers
- 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 preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Citibank to QBO — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect QBO. Free tier available.
Convert Citibank to QBO Free