QuickBooks + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using QuickBooks? Executors and solicitors handling probate need to review the deceased's bank statements to value the estate, identify debts, and distribute assets. BankScan AI bridges the gap between your bank's PDF statements and QuickBooks's import feature.
BankScan AI → QuickBooks for Probate & Estate Administration
Convert bank statement PDFs to CSV formatted for QuickBooks import. Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Date of death statement plus 6-12 months prior to identify regular commitments, standing orders, and direct debits to cancel of statements.
AI formats for QuickBooks
Output as CSV with Date, Description, Amount — QuickBooks expects a single amount column where negative values are money out and positive values are money in — dates in DD/MM/YYYY for UK accounts, MM/DD/YYYY for US accounts.
Import and use for probate & estate administration
Upload into QuickBooks and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
QuickBooks + Probate & Estate Administration Features
- QuickBooks ready — Output formatted as CSV matching QuickBooks's expected column structure
- Smart integration — QuickBooks' receipt matching feature can automatically pair imported bank transactions with receipt photos, creating a complete audit trail.
- Built for Probate & Estate Administration — Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
Import for Probate & Estate Administration into QuickBooks
After converting your bank statements for probate & estate administration:
- In QuickBooks Online, go to Banking > select your account > Link account > Upload from file
- Select the CSV from BankScan AI, map the columns (Date, Description, Amount), and import
Common Import Issues
QuickBooks rejects files with more than 350 rows per import — split large statements. Also fails if the Amount column contains currency symbols or commas.
QuickBooks Import for Probate & Estate Administration
IHT400 must be submitted within 12 months of death to avoid interest charges; probate grant cannot be issued until HMRC receives the IHT forms
Convert for QuickBooks + Probate & Estate Administration