Why Convert First Direct to QBO?
Convert your First Direct (HSBC) bank statement from PDF to QBO format. QuickBooks Web Connect (.qbo) is a QuickBooks-specific format that provides the smoothest possible import experience into QuickBooks Desktop and Online. — BankScan AI handles DD MMM YYYY dates and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers automatically.
QBO Output Details
QuickBooks Web Connect (.qbo) is a QuickBooks-specific format that provides the smoothest possible import experience into QuickBooks Desktop and Online. BankScan AI generates QBO files with proper INTU.BID bank identifiers, unique FITID transaction IDs to prevent duplicates, and correctly signed amounts (negative for debits, positive for credits). First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically.
Getting Your First Direct PDF
Log in to First Direct Online Banking, go to 'Statements', select the account and date range, and download as PDF. First Direct also supports OFX export under 'Download transactions' for direct import into accounting software.
How It Works
Upload your First Direct PDF
Drop your First Direct bank statement PDF into BankScan AI. Supports PDF formats.
AI extracts all transactions
Our engine parses First Direct's DD MMM YYYY dates and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers with 99%+ accuracy.
Download as QBO
Get your data as QBO (.qbo). QuickBooks Desktop and QuickBooks Online users who want the cleanest import with automatic bank account matching and transaction categorisation suggestions
First Direct to QBO Features
- First Direct optimised — Trained on First Direct's minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers with DD MMM YYYY parsing
- 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.
- Format compatibility — Compatible with QuickBooks Desktop, QuickBooks Online, QuickBooks Self-Employed
Convert First Direct to QBO Now
QuickBooks Desktop and QuickBooks Online users who want the cleanest import with automatic bank account matching and transaction categorisation suggestions
Convert First Direct to QBO Free