First Republic + QuickBooks: Bridge the Gap
Need to get your First Republic Bank (now JPMorgan) bank statement into QuickBooks? First Republic uses MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement — which needs converting to CSV (Date, Description, Amount — QuickBooks expects a single amount column where negative values are money out and positive values are money in) for QuickBooks import.
How BankScan AI Converts First Republic for QuickBooks
Export your converted bank statement as CSV and import directly into QuickBooks via Banking > Upload transactions. BankScan AI formats the columns correctly. First Republic private banking statements include wealth management summaries alongside checking transactions. BankScan AI extracts the core banking data accurately.
How It Works
Upload your First Republic PDF
Drag and drop your First Republic statement. Supports PDF with MM/DD/YYYY handling.
AI converts for QuickBooks
Our AI parses First Republic's layout, converts dates to DD/MM/YYYY for UK accounts, MM/DD/YYYY for US accounts, and outputs CSV.
Import into QuickBooks
In QuickBooks Online, go to Banking > select your account > Link account > Upload from file. Select the CSV from BankScan AI, map the columns (Date, Description, Amount), and import.
QuickBooks Import Tip
Date, Description, Amount — QuickBooks expects a single amount column where negative values are money out and positive values are money in
First Republic to QuickBooks Features
- First Republic optimised — Trained on First Republic's premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement with MM/DD/YYYY parsing
- QuickBooks formatted — Output as CSV with Date, Description, Amount — QuickBooks expects a single amount column where negative values are money out and positive values are money in
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY for UK accounts, MM/DD/YYYY for US accounts automatically
Import First Republic Data into QuickBooks
After converting your First Republic statement with BankScan AI:
- In QuickBooks Online, go to Banking > select your account > Link account > Upload from file
- Select the CSV from BankScan AI, map the columns (Date, Description, Amount), and import
Common Import Issues
QuickBooks rejects files with more than 350 rows per import — split large statements. Also fails if the Amount column contains currency symbols or commas.
Import First Republic into QuickBooks Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY for UK accounts, MM/DD/YYYY for US accounts), column mapping, and format validation.
Import First Republic to QuickBooks Free