Bank Statement to QIF for Tax Advisors

Convert any bank statement PDF to QIF for tax advisors. Users of Quicken, older QuickBooks Desktop versions, and legacy financial software that accepts QIF but not OFX or CSV

Convert to QIF Free
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

Why Tax Advisors Need QIF Format

As tax advisor, converting bank statements to QIF saves hours of manual data entry. Quicken Interchange Format (.qif) is a legacy but widely supported format originally created by Intuit for Quicken, now accepted by many financial applications. Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis

How It Works

1

Upload any bank statement PDF

Supports all major banks. Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis

2

AI outputs QIF

Our AI extracts all transactions and outputs QIF (.qif). BankScan AI generates QIF files with the correct date format for your locale (D

3

Use in your tax advisors work

Import into TaxCalc, Taxfiler, IRIS or use for direct analysis.

QIF Tip for Tax Advisors

BankScan AI generates QIF files with the correct date format for your locale (D field), payee names (P field), amounts (T field), and category hints (L field) where identifiable.

Supported Banks

BankScan AI works with all major UK and US banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

QIF Features for Tax Advisors

QIF Converter — Built for Tax Advisors

Users of Quicken, older QuickBooks Desktop versions, and legacy financial software that accepts QIF but not OFX or CSV

Convert to QIF Free

Frequently Asked Questions

Can I convert bank statements to QIF?
Yes. BankScan AI converts any bank statement PDF to QIF with 99%+ accuracy. Quicken Interchange Format (.qif) is a legacy but widely supported format originally created by Intuit for Quicken, now accepted by many financial applications.
Is QIF the right format for tax advisors?
Users of Quicken, older QuickBooks Desktop versions, and legacy financial software that accepts QIF but not OFX or CSV Tax Advisors use QIF for TaxCalc, Taxfiler workflows.
What are QIF's limitations?
No standardised date format (varies by locale). Does not support unique transaction IDs, so re-importing can create duplicates. Being phased out in favour of OFX and QFX.

Related Tools