Credit Card → QBO for Enrolled Agents
As an enrolled agent, you need Credit Card bank statements in QBO format. Credit card statements from any UK issuer — including Barclaycard, MBNA, Capital One, Tesco Bank, and John Lewis — are parsed by BankScan AI with high accuracy. BankScan AI handles the conversion — DD/MM/YYYY (varies by issuer), typical credit card format with Transaction Date, Post Date, Description, and Amount columns plus summary sections for payments, interest, and minimum payment due, and all.
How It Works
Upload Credit Card PDF
Drop your Credit Card statement PDF. Supports PDF, scanned PDF.
AI converts to QBO
Parses Credit Card's DD/MM/YYYY (varies by issuer), extracts all transactions, outputs QBO (.qbo).
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Credit Card + QBO + Enrolled Agents
- Credit Card expertise — Handles DD/MM/YYYY (varies by issuer) and typical credit card format with Transaction Date, Post Date, Description, and Amount columns plus summary sections for payments, interest, and minimum payment due
- 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 enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
Credit Card to QBO — For Enrolled Agents
Handles DD/MM/YYYY (varies by issuer), outputs perfect QBO. Free tier available.
Convert Credit Card to QBO Free