Santander → QBO for Enrolled Agents
As an enrolled agent, you need Santander bank statements in QBO format. Santander UK statements use a two-column debit/credit layout that requires careful parsing to maintain accuracy. BankScan AI handles the conversion — DD/MM/YYYY, two-column debit/credit layout with separate Payments and Receipts columns, and all.
How It Works
Upload Santander PDF
Drop your Santander statement PDF. Supports PDF.
AI converts to QBO
Parses Santander's DD/MM/YYYY, 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.
Santander + QBO + Enrolled Agents
- Santander expertise — Handles DD/MM/YYYY and two-column debit/credit layout with separate Payments and Receipts columns
- 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
Santander to QBO — For Enrolled Agents
Handles DD/MM/YYYY, outputs perfect QBO. Free tier available.
Convert Santander to QBO Free