Convert a City National Bank statement to QuickBooks. Upload the PDF and get a .QBO file for QuickBooks Online or Desktop, balanced to the statement total.
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City National Bank, the RBC owned commercial and private bank headquartered in Los Angeles (cnb.com, founded 1954, an entertainment industry mainstay nicknamed the bank to the stars), connects to QuickBooks through Direct Connect and Web Connect. Both broke for many customers when City National Online re-platformed on November 13, 2024, and customers who linked before that date have to relink their accounts before QuickBooks will import again. Upload a City National Bank PDF statement to the converter at the top of this page and get the transactions into QuickBooks without waiting on the feed.
The converter turns a City National PDF statement into a .qbo Web Connect file that imports into QuickBooks Online or QuickBooks Desktop, plus matching Excel and CSV copies. Every transaction keeps its date, description, and amount, and the running total is checked against the statement before you export. This page covers how City National accounts link to QuickBooks, why the November 2024 cutover forces a reconnect, and when converting the PDF is the faster route. Note this is the California, RBC owned City National Bank, not the separate City National Bank of Florida or City National Bank of West Virginia.
Built for the statements US banks actually send, checked before it exports.
The converter adds up the transactions it parsed and matches that to the statement total before you export, so nothing is silently dropped.
Valid OFX 1.02 with QuickBooks Web Connect headers. Online and Desktop import it as a standard bank feed.
OCR runs before parsing, so a scanned or photographed paper statement comes out the same as a digital PDF.
Bulk upload for catch-up and cleanup work. Each file gets its own reconciliation check and its own exports.
Enter the password on upload. Multi-column and multi-page statement layouts are parsed too.
One conversion, three files: the .qbo for QuickBooks, an XLSX to review, and a CSV for everything else.
Three steps. No column-mapping wizard.
Drag in a PDF, a scan, or a phone photo. Password-protected and multi-page files are fine.
Every transaction is extracted and checked against the statement total. You see the parsed rows before exporting.
Download the .qbo and import it as a Web Connect bank feed. Excel and CSV are in the same download.
The specifics that decide whether the import is clean. If your case is not here, email [email protected].
Yes, City National Bank works with QuickBooks through both Direct Connect and Web Connect. Direct Connect, delivered through the bank's Business Suite product, communicates with the bank for you so you do not have to download files manually. Web Connect lets you download a file from City National Online and import it, in .qbo format for QuickBooks and .qfx for Quicken. Business Suite can also export OFX, BAI2, and CSV. When either link stops importing, converting the PDF statement gets current transactions into QuickBooks right away.
City National usually stops connecting because of the City National Online platform change on November 13, 2024. Customers who set up the QuickBooks link before that date must deactivate the old City National connection inside QuickBooks, download a fresh Web Connect file, then reactivate the account so the new platform is recognized. Skipping that step leaves QuickBooks pointed at a connection that no longer exists, which is why imports fail or return nothing. Converting the PDF statement avoids the relink entirely and still lands the transactions in QuickBooks.
Error 106 means QuickBooks could not find the account on the bank's site, which City National customers reported after the platform migration broke the saved link. The standard fix is to deactivate the affected accounts in QuickBooks, then add them back as new accounts under the current City National Online connection and archive the old ones. Intuit's support line cited by the bank for these cases is 888-859-4056. If the reconnect does not clear it, converting the PDF statement is the dependable way to keep the books current while the feed is sorted out.
If you use Web Connect and enrolled before November 13, 2024, open QuickBooks, deactivate the City National account from bank feed settings, sign in to City National Online and download a new Web Connect file, then reactivate the account by importing that file and linking it to the existing register. Direct Connect and Bill Pay users were told no action was required. Because the relink can be fiddly across QuickBooks Online and Desktop, many people convert the PDF statement once to bring the account current, then sort out the feed afterward.
Yes, City National supports Direct Connect for QuickBooks and Quicken on deposit accounts, offered through its Business Suite service. Direct Connect is the premium two way method that pulls transactions without a manual download. Web Connect is the download and import alternative, producing a .qbo file for QuickBooks. Whether you use Direct Connect or Web Connect, a converted PDF imports the same way a Web Connect download would, so it is a clean fallback when the feed is down or you need history the connection does not reach.
Sign in to City National Online, open the account, and choose the download or export option, selecting the QuickBooks Web Connect (.qbo) format and a time period if one is offered. Import the file in QuickBooks through Upload from file in QuickBooks Online, or File, Utilities, Import, Web Connect Files in QuickBooks Desktop. Business Suite users can instead export OFX, BAI2, or CSV. When the download is limited or the connection has broken after the platform change, save the PDF statement and convert it instead.
Sign in to City National Online, open the statements or documents area, choose the account and the month you need, and save it as a PDF. Enroll in electronic statements first if your account still gets paper, since that turns on the online archive. Keep your own copies of older months, because online history can be shorter than your full relationship. The converter reads any of these the same way, so an older saved statement and a current one both produce a clean .qbo file.
Convert the City National PDF to a .qbo file with the converter above, then import that file. In QuickBooks Online, go to Transactions, Bank transactions, then Upload from file, and choose the .qbo. In QuickBooks Desktop, go to File, Utilities, Import, Web Connect Files. QuickBooks asks which account the transactions belong to, then sends them into the banking review queue for matching and categorizing, exactly as a working feed would, without depending on a connection the platform migration may have broken.
City National statements convert cleanly whether they come from a personal account, a business checking account, or a private banking relationship. They list transactions in date order with a description and amount, separating deposits and credits from checks, withdrawals, and fees, with a beginning and ending balance summary. The converter strips out the summary boxes, fee tables, and inserts, so only real transactions reach your .qbo file, and it reads scanned or photographed statements through OCR the same way it reads a digital PDF.
Use Direct Connect or Web Connect for going forward activity once your account is relinked under the new City National Online platform, since a working feed keeps QuickBooks current with little effort. Convert the PDF statement when error 106 or a failed reconnect blocks the feed, when the November 2024 change has broken the link, or when you need history the feed misses: statements older than the online window, opening balances for a new QuickBooks file, a catch up period, or a closed account.
Accuracy is the part that matters most, because a converter that quietly drops or misreads a transaction costs far more time than it saves. The error usually surfaces during reconciliation, sometimes weeks later, while you chase a few dollars across a long register. This converter totals the transactions it parsed and checks that figure against the statement total before it lets you export, so the .qbo you import reflects every line City National printed. You review the parsed rows in the preview first, then export once the numbers tie out.
Upload a PDF, see every transaction extracted in seconds. No card to try it.
Still comparing tools? See our bank statement to QuickBooks converter comparison.
Start by uploading a City National Bank statement in the converter above. You can also see how the underlying PDF to QBO converter works, follow the full steps to import bank statements into QuickBooks Online, handle Desktop with our QuickBooks Desktop conversion guide, or learn what a QBO file is. You can convert any bank's statement from the bank statement to QuickBooks converter home page.
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