Credit Card → QBO for Tax Preparers
As tax preparer, 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 tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Credit Card + QBO + Tax Preparers
- 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 tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Credit Card to QBO — For Tax Preparers
Handles DD/MM/YYYY (varies by issuer), outputs perfect QBO. Free tier available.
Convert Credit Card to QBO Free