PayPal → QBO for Financial Advisors (IFAs)
As financial advisor, you need PayPal bank statements in QBO format. PayPal statements include a mix of payments, refunds, fees, and currency conversions. BankScan AI separates transaction types and preserves fee details. BankScan AI handles the conversion — DD/MM/YYYY HH:MM:SS, multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with running balance, and all.
How It Works
Upload PayPal PDF
Drop your PayPal statement PDF. Supports PDF, CSV.
AI converts to QBO
Parses PayPal's DD/MM/YYYY HH:MM:SS, extracts all transactions, outputs QBO (.qbo).
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
PayPal + QBO + Financial Advisors (IFAs)
- PayPal expertise — Handles DD/MM/YYYY HH:MM:SS and multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with 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 financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
PayPal to QBO — For Financial Advisors (IFAs)
Handles DD/MM/YYYY HH:MM:SS, outputs perfect QBO. Free tier available.
Convert PayPal to QBO Free