PNC → QBO for Enrolled Agents
As an enrolled agent, you need PNC bank statements in QBO format. PNC Bank statements include Virtual Wallet categories and spending insights. BankScan AI extracts the core transaction data while filtering PNC's analytics sections. BankScan AI handles the conversion — MM/DD, multi-section layout with separate Deposits, Electronic Payments, Checks, and ATM/Debit Card sections, plus Virtual Wallet spending analytics, and all.
How It Works
Upload PNC PDF
Drop your PNC statement PDF. Supports PDF.
AI converts to QBO
Parses PNC's MM/DD, 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.
PNC + QBO + Enrolled Agents
- PNC expertise — Handles MM/DD and multi-section layout with separate Deposits, Electronic Payments, Checks, and ATM/Debit Card sections, plus Virtual Wallet spending analytics
- 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
PNC to QBO — For Enrolled Agents
Handles MM/DD, outputs perfect QBO. Free tier available.
Convert PNC to QBO Free