Stripe → QBO for Enrolled Agents
As an enrolled agent, you need Stripe bank statements in QBO format. Stripe payout statements list individual charges, refunds, and fees per payout batch. BankScan AI expands payout summaries into line-by-line transaction detail. BankScan AI handles the conversion — YYYY-MM-DD, payout-centric layout listing individual charges, refunds, fees, and adjustments grouped by payout batch with net settlement amount, and all.
How It Works
Upload Stripe PDF
Drop your Stripe statement PDF. Supports PDF, CSV.
AI converts to QBO
Parses Stripe's YYYY-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.
Stripe + QBO + Enrolled Agents
- Stripe expertise — Handles YYYY-MM-DD and payout-centric layout listing individual charges, refunds, fees, and adjustments grouped by payout batch with net settlement amount
- 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
Stripe to QBO — For Enrolled Agents
Handles YYYY-MM-DD, outputs perfect QBO. Free tier available.
Convert Stripe to QBO Free