How do I import citibank credit card data into self employed?


Welcome to the Community, jasoncarmer1.

I can help you import your Citibank credit card data to your QuickBooks Self-Employed company.

First, export the data from Citibank and then import transactions into QBSE.

  1. Go to your online banking account and get the data that you'll be exporting.
  2. Check for a button or an info that describes downloading or exporting your data.
  3. Set the date range and the file format as CSV
  4. Follow any remaining instructions to finish exporting your data.

You can now import transactions into our product:

  1. Open QBSE in a web browser
  2. Go to the Gear icon and select Imports
  3. Choose the account you want to import into.
  4. Follow the instructions to finish importing your data.

Check this import transactions from other sources article for more information. I've also added a screenshot below for the CSV file format as a reference.

That should hep you import your transactions in QBSE. If you have any other questions or would like me to clarify anything else in preparing your CSV file, let me know. I'm always glad to help in any way I can.​ Take care and have a great rest of the day. 

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