First Direct → QBO for Recruitment Agencies
As recruitment agency 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 recruitment agencies work
Download and use with Xero, Sage. Convert your agency bank statements to Excel to reconcile placement fees, match temporary worker payments, and track client account balances.
First Direct + QBO + Recruitment Agencies
- 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 recruitment agencies — Saves 3-4 hours per week on placement fee reconciliation and temporary worker payment matching for an agency processing 50+ placements per month
First Direct to QBO — For Recruitment Agencies
Handles DD MMM YYYY, outputs perfect QBO. Free tier available.
Convert First Direct to QBO Free