First Direct → QBO for Real Estate Agents
As real 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 real estate agents work
Download and use with QuickBooks, Dotloop. Convert bank statements to clean spreadsheets for buyer pre-qualification reviews, commission tracking, and escrow reconciliation.
First Direct + QBO + Real 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 real estate agents — Saves 30-45 minutes per buyer pre-qualification on bank statement review, plus 1-2 hours per month on commission and expense tracking
First Direct to QBO — For Real Estate Agents
Handles DD MMM YYYY, outputs perfect QBO. Free tier available.
Convert First Direct to QBO Free