Citizens Bank → QBO for Attorneys
As an attorney, you need Citizens Bank bank statements in QBO format. Citizens Bank statements include both personal and business formats with detailed fee breakdowns. BankScan AI extracts transactions while noting service charges separately. BankScan AI handles the conversion — MM/DD, traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section, and all.
How It Works
Upload Citizens Bank PDF
Drop your Citizens Bank statement PDF. Supports PDF.
AI converts to QBO
Parses Citizens Bank's MM/DD, extracts all transactions, outputs QBO (.qbo).
Use in your attorneys work
Download and use with Clio, MyCase. Convert client and opposing party bank statements to searchable Excel spreadsheets for faster discovery review, asset tracing, and litigation support.
Citizens Bank + QBO + Attorneys
- Citizens Bank expertise — Handles MM/DD and traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section
- 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 attorneys — Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
Citizens Bank to QBO — For Attorneys
Handles MM/DD, outputs perfect QBO. Free tier available.
Convert Citizens Bank to QBO Free