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

Answer

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.

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IntuitMichelle , Community Support Specialist
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