Citibank + QuickBooks: Bridge the Gap
Need to get your Citigroup / Citibank bank statement into QuickBooks? Citibank uses MM/DD/YYYY and combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures — which needs converting to CSV (Date, Description, Amount — QuickBooks expects a single amount column where negative values are money out and positive values are money in) for QuickBooks import.
How BankScan AI Converts Citibank for QuickBooks
Export your converted bank statement as CSV and import directly into QuickBooks via Banking > Upload transactions. BankScan AI formats the columns correctly. Citibank statements include checking, savings, and credit card transactions with detailed merchant descriptions. BankScan AI parses all Citibank account types.
How It Works
Upload your Citibank PDF
Drag and drop your Citibank statement. Supports PDF with MM/DD/YYYY handling.
AI converts for QuickBooks
Our AI parses Citibank's layout, converts dates to DD/MM/YYYY for UK accounts, MM/DD/YYYY for US accounts, and outputs CSV.
Import into QuickBooks
In QuickBooks Online, go to Banking > select your account > Link account > Upload from file. Select the CSV from BankScan AI, map the columns (Date, Description, Amount), and import.
QuickBooks Import Tip
Date, Description, Amount — QuickBooks expects a single amount column where negative values are money out and positive values are money in
Citibank to QuickBooks Features
- Citibank optimised — Trained on Citibank's combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures with MM/DD/YYYY parsing
- QuickBooks formatted — Output as CSV with Date, Description, Amount — QuickBooks expects a single amount column where negative values are money out and positive values are money in
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY for UK accounts, MM/DD/YYYY for US accounts automatically
Import Citibank Data into QuickBooks
After converting your Citibank statement with BankScan AI:
- In QuickBooks Online, go to Banking > select your account > Link account > Upload from file
- Select the CSV from BankScan AI, map the columns (Date, Description, Amount), and import
Common Import Issues
QuickBooks rejects files with more than 350 rows per import — split large statements. Also fails if the Amount column contains currency symbols or commas.
Import Citibank into QuickBooks Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY for UK accounts, MM/DD/YYYY for US accounts), column mapping, and format validation.
Import Citibank to QuickBooks Free