Navy Federal → QBO for Enrolled Agents
As an enrolled agent, 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 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.
Navy Federal + QBO + Enrolled Agents
- 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 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
Navy Federal to QBO — For Enrolled Agents
Handles MM/DD/YYYY, outputs perfect QBO. Free tier available.
Convert Navy Federal to QBO Free