Nationwide → QBO for Enrolled Agents
As an enrolled agent, you need Nationwide bank statements in QBO format. Nationwide statements include both current account and savings in a single PDF, which BankScan AI separates automatically. BankScan AI handles the conversion — DD MMM YYYY, single Payments and Receipts column with transaction type codes and running balance, and all.
How It Works
Upload Nationwide PDF
Drop your Nationwide statement PDF. Supports PDF.
AI converts to QBO
Parses Nationwide's DD MMM YYYY, extracts all transactions, outputs QBO (.qbo).
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Nationwide + QBO + Enrolled Agents
- Nationwide expertise — Handles DD MMM YYYY and single Payments and Receipts column with transaction type codes and running balance
- 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 enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
Nationwide to QBO — For Enrolled Agents
Handles DD MMM YYYY, outputs perfect QBO. Free tier available.
Convert Nationwide to QBO Free