Marcus → QBO for Tax Preparers
As tax preparer, you need Marcus bank statements in QBO format. Marcus savings and checking statements include APY calculations and interest details. BankScan AI extracts transaction data and interest accrual information. BankScan AI handles the conversion — MM/DD/YYYY, savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary, and all.
How It Works
Upload Marcus PDF
Drop your Marcus statement PDF. Supports PDF.
AI converts to QBO
Parses Marcus's MM/DD/YYYY, extracts all transactions, outputs QBO (.qbo).
Use in your tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Marcus + QBO + Tax Preparers
- Marcus expertise — Handles MM/DD/YYYY and savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary
- 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 tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Marcus to QBO — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect QBO. Free tier available.
Convert Marcus to QBO Free