American Express → QBO for Mortgage Brokers
As mortgage broker, you need American Express bank statements in QBO format. American Express statements include card transactions, membership rewards, and payment summaries. BankScan AI extracts all transaction detail including merchant categories. BankScan AI handles the conversion — DD MMM YY, charge card layout with separate sections for new charges, payments, credits, and membership rewards summary, and all.
How It Works
Upload American Express PDF
Drop your American Express statement PDF. Supports PDF.
AI converts to QBO
Parses American Express's DD MMM YY, extracts all transactions, outputs QBO (.qbo).
Use in your mortgage brokers work
Download and use with Mortgage Brain, Twenty7Tec. Instantly convert applicant bank statements to Excel to verify income, identify regular commitments, and prepare affordability summaries.
American Express + QBO + Mortgage Brokers
- American Express expertise — Handles DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary
- QBO output — QuickBooks recognises QBO files natively — double-click to import. Transactions land directly in the bank reconciliation queue with payee names and amounts pre-populated.
- Built for mortgage brokers — Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
American Express to QBO — For Mortgage Brokers
Handles DD MMM YY, outputs perfect QBO. Free tier available.
Convert American Express to QBO Free