I'm looking into signing up for QuickBooks online. Want to know if it works well with Citibank accounts and Citi Credit Cards.


Hi there freimuzic,

I'm here to provide the information you need.

QuickBooks Online works well with most of the banks in the US. Citibank accounts and Citi Credit Cards are two of the supported banks. 

You just need to ensure your bank's login credentials are ready for the setup process to flow smoothly.

After you signed up for QBO, here's how you can connect QBO to your bank:

  1. Click Banking on the left panel.
  2. Click Connect.
  3. Enter citibank or the bank's URL in the Find your bank field.
  4. Select the bank.
  5. Enter your User ID and Password.
  6. Click Continue.
  7. Click I'm not a robot for verification.

Please follow the same steps to add the credit card account. You can take a look at the screenshots below.

Once the bank and credit card accounts are connected, transactions are automatically downloaded. The next thing you'll need to do is add the bank transactions to QBO or match them to existing entries in QBO.

For the detailed steps, here are the articles to guide you:

Assigning, categorizing, editing, and adding your downloaded banking transactions

Matching downloaded transactions to existing QuickBooks Online transactions 

I'm here anytime you need further information about the online banking feature in QBO.

Was this answer helpful? Yes No
IntuitMichelle , Community Support Specialist
QBSE Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.