Citizens Bank → QBO for Solicitors
As solicitor, 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 solicitors work
Download and use with Clio, LEAP Legal Software. Convert client and third-party bank statements to searchable, sortable Excel spreadsheets for faster case analysis and evidence preparation.
Citizens Bank + QBO + Solicitors
- 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 solicitors — Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
Citizens Bank to QBO — For Solicitors
Handles MM/DD, outputs perfect QBO. Free tier available.
Convert Citizens Bank to QBO Free