CitiManager commercial-card exports to QuickBooks Desktop

The download instructions below come from Citi’s June 2022 commercial-card administrator guide. Confirm current availability for your CitiManager program.

Last checked: November 9, 2026

Download recent CitiManager commercial-card activity

Citi's June 2022 CitiManager commercial-card administrator guide documents CSV and Excel XLS for recent activity. From Statements, use Download above Recent Activity, choose a format and then Download. These are commercial-card instructions from that dated manual; they do not establish today's personal Citi Online export menu. A current bank-provided .qbo Web Connect file is not confirmed by these sources. If your commercial-card program still offers the documented CSV or XLS choices, select the source appropriate for your task. For Desktop preparation, legacy XLS needs a CSV or values-only XLSX working copy for CSVQBO; changing a filename extension does not convert the file.

Retrieve billed statements within the manual’s documented range

Pages 35–36 of the June 2022 guide describe transaction data for the previous 36 statements and CSV, PDF or Excel downloads for billed statements. This supplies a historical commercial-card archive description that is distinct from the Recent Activity download command. It does not establish a rolling 36-month guarantee for every current Citi account or every export screen. Confirm current availability with your commercial-card program before relying on the manual for an older billed period. A billed-statement PDF and a recent-activity spreadsheet are separate documented choices; the guide's statement count should stay attached to that commercial-card context.

Personal-card instructions are separate legacy material

Citi's older Paperless page describes immediate downloads for the past 12 months, including Quicken and Microsoft Money, and continued online access for up to seven years. Those legacy claims do not establish today's per-format download limits. A separate personal Citi Online tutorial from around 2016 shows 12 months of PDFs but four or six periods for other formats. Its route is Statements (PDF), choose date and format, then Download, with pop-ups allowed. Requested older statements are described as taking 48–72 hours and remaining available for seven days. These are old personal-card instructions, not a current CitiManager procedure; confirm the present interface and request terms with Citi.

Prepare the downloaded records

Before importing another file, compare its transactions with entries already recorded in Desktop. CSVQBO cannot inspect your company file, and duplicate prevention must be checked in the destination software. Shared preparation checklist

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Written by Zijian Xiao; verify the Citi sources and your original records before using an export.