Why Enrolled Agents Need QBO Format
As an enrolled agent, converting bank statements to QBO saves hours of manual data entry. QuickBooks Web Connect (.qbo) is a QuickBooks-specific format that provides the smoothest possible import experience into QuickBooks Desktop and Online. 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
How It Works
Upload any bank statement PDF
Supports all major banks. 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
AI outputs QBO
Our AI extracts all transactions and outputs QBO (.qbo). BankScan AI generates QBO files with proper INTU.BID bank identifiers, unique FI
Use in your enrolled agents work
Import into Drake Tax, Lacerte, ProConnect Tax or use for direct analysis.
QBO Tip for Enrolled Agents
BankScan AI generates QBO files with proper INTU.BID bank identifiers, unique FITID transaction IDs to prevent duplicates, and correctly signed amounts (negative for debits, positive for credits).
Supported Banks
BankScan AI works with all major UK and US banks, including:
QBO Features for Enrolled Agents
- QBO advantages — 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
- Format compatibility — QuickBooks Desktop and QuickBooks Online users who want the cleanest import with automatic bank account matching and transaction categorisation suggestions
QBO Converter — Built for Enrolled Agents
QuickBooks Desktop and QuickBooks Online users who want the cleanest import with automatic bank account matching and transaction categorisation suggestions
Convert to QBO Free