First Direct → QBO for Accountants
As an accountant, you need First Direct bank statements in QBO format. First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically. BankScan AI handles the conversion — DD MMM YYYY, minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers, and all.
How It Works
Upload First Direct PDF
Drop your First Direct statement PDF. Supports PDF.
AI converts to QBO
Parses First Direct's DD MMM YYYY, extracts all transactions, outputs QBO (.qbo).
Use in your accountants work
Download and use with Xero, Sage. BankScan AI lets you drag-and-drop any client's bank statement PDF and get a formatted Excel spreadsheet in seconds — ready to import into Xero, QuickBooks, or Sage.
First Direct + QBO + Accountants
- First Direct expertise — Handles DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers
- 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 accountants — Saves an average of 45 minutes per client per month on bank reconciliation, or 6+ hours per week for a typical practice with 30 clients
First Direct to QBO — For Accountants
Handles DD MMM YYYY, outputs perfect QBO. Free tier available.
Convert First Direct to QBO Free