Investec → QBO for Tradespeople (Plumbers, Electricians)
As tradesperson, you need Investec bank statements in QBO format. Investec private banking statements include investment account summaries alongside current account transactions. BankScan AI separates and converts the banking transactions. BankScan AI handles the conversion — DD MMM YYYY, premium layout with separate banking and investment sections, each with their own column structures, and all.
How It Works
Upload Investec PDF
Drop your Investec statement PDF. Supports PDF.
AI converts to QBO
Parses Investec's DD MMM YYYY, extracts all transactions, outputs QBO (.qbo).
Use in your tradespeople (plumbers, electricians) work
Download and use with QuickBooks Self-Employed, FreeAgent. Convert your bank statements to Excel to track job payments, match material purchases, and get your books ready for self-assessment without hours of data entry.
Investec + QBO + Tradespeople (Plumbers, Electricians)
- Investec expertise — Handles DD MMM YYYY and premium layout with separate banking and investment sections, each with their own column structures
- 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 tradespeople (plumbers, electricians) — Saves 2-3 hours per month on expense categorisation and receipt matching, with year-end self-assessment preparation reduced from a full day to under 2 hours
Investec to QBO — For Tradespeople (Plumbers, Electricians)
Handles DD MMM YYYY, outputs perfect QBO. Free tier available.
Convert Investec to QBO Free