Navy Federal → QBO for Attorneys
As an attorney, you need Navy Federal bank statements in QBO format. Navy Federal Credit Union statements include share accounts, checking, and loan payments in a single statement. BankScan AI separates and converts the checking transactions. BankScan AI handles the conversion — MM/DD/YYYY, credit union format with combined Share Savings, Share Draft (checking), and loan account sections, each with Date, Description, Amount, and Balance columns, and all.
How It Works
Upload Navy Federal PDF
Drop your Navy Federal statement PDF. Supports PDF.
AI converts to QBO
Parses Navy Federal's MM/DD/YYYY, extracts all transactions, outputs QBO (.qbo).
Use in your attorneys work
Download and use with Clio, MyCase. Convert client and opposing party bank statements to searchable Excel spreadsheets for faster discovery review, asset tracing, and litigation support.
Navy Federal + QBO + Attorneys
- Navy Federal expertise — Handles MM/DD/YYYY and credit union format with combined Share Savings, Share Draft (checking), and loan account sections, each with Date, Description, Amount, and Balance columns
- 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 attorneys — Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
Navy Federal to QBO — For Attorneys
Handles MM/DD/YYYY, outputs perfect QBO. Free tier available.
Convert Navy Federal to QBO Free