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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
a-topollaj-invin
Level 1

can quickbooks integrate with an sFTP to automate data exchange between Quickbooks and Citibank? my objective is receive statements from Citibank into Quickbooks.

 
1 REPLY 1
GenmarieM
QuickBooks Team

can quickbooks integrate with an sFTP to automate data exchange between Quickbooks and Citibank? my objective is receive statements from Citibank into Quickbooks.

QuickBooks doesn't have a direct, built-in feature that lets it connect to a bank's SFTP server to pull in statements automatically, topollaj.

 

As a workaround, you can use a third-party app to serve as a secure bridge that connects to Citibank's SFTP, retrieves the statement files, and then automatically pushes that data into QuickBooks for you.

 

Here's how:

 

  1. Go to the Apps menu, then click Find apps.
  2. Use keywords in the search bar, like "SFTP integration" or "bank statement sync," to find an app that meets your needs.
  3. Once you find a good option, click Get app now to connect it.

 

You can also explore the QuickBooks App Store online to find other helpful tools.

 

The Community is always here to help with any other questions you might have.

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