First Direct → QBO for Medical Practices
As medical practice owner, 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 medical practices work
Download and use with QuickBooks, Kareo. Convert practice bank statements to Excel to reconcile insurance reimbursements, patient payments, and vendor costs for accurate practice financial management.
First Direct + QBO + Medical Practices
- 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 medical practices — Saves 4-6 hours per week on insurance payment reconciliation and patient payment posting for a practice with 5+ providers
First Direct to QBO — For Medical Practices
Handles DD MMM YYYY, outputs perfect QBO. Free tier available.
Convert First Direct to QBO Free