Tide → QBO for Enrolled Agents
As an enrolled agent, you need Tide bank statements in QBO format. Tide business account statements include invoice references and categories that BankScan AI maps to your bookkeeping codes. BankScan AI handles the conversion — DD/MM/YYYY, single Amount column with category tags, invoice references, and running balance, and all.
How It Works
Upload Tide PDF
Drop your Tide statement PDF. Supports PDF, CSV.
AI converts to QBO
Parses Tide'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.
Tide + QBO + Enrolled Agents
- Tide expertise — Handles DD/MM/YYYY and single Amount column with category tags, invoice references, and running balance
- 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
Tide to QBO — For Enrolled Agents
Handles DD/MM/YYYY, outputs perfect QBO. Free tier available.
Convert Tide to QBO Free