First Direct → QBO for Estate Agents
As an estate agent, 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 estate agents work
Download and use with Reapit, Alto by Vebra. Convert your client money and office account statements to structured spreadsheets for faster reconciliation and compliance reporting.
First Direct + QBO + Estate Agents
- 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 estate agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
First Direct to QBO — For Estate Agents
Handles DD MMM YYYY, outputs perfect QBO. Free tier available.
Convert First Direct to QBO Free