99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Truist → QBO for Tax Advisors
As tax advisor, you need Truist bank statements in QBO format. Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately. BankScan AI handles the conversion — MM/DD, sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance, and all.
How It Works
1
Upload Truist PDF
Drop your Truist statement PDF. Supports PDF.
2
AI converts to QBO
Parses Truist's MM/DD, extracts all transactions, outputs QBO (.qbo).
3
Use in your tax advisors work
Download and use with TaxCalc, Taxfiler. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
Truist + QBO + Tax Advisors
- Truist expertise — Handles MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily 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 tax advisors — 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
Truist to QBO — For Tax Advisors
Handles MM/DD, outputs perfect QBO. Free tier available.
Convert Truist to QBO FreeFrequently Asked Questions
Can I convert Truist to QBO?
Yes. BankScan AI converts Truist PDFs to QBO with MM/DD and all transaction details preserved. BankScan AI generates QBO files with proper INTU.BID bank identifiers, unique FITID transaction IDs to prevent duplicates, and correctly signed amounts (negative for debits, positive for credits).
Is QBO right for tax advisors?
QuickBooks Desktop and QuickBooks Online users who want the cleanest import with automatic bank account matching and transaction categorisation suggestions Tax Advisors particularly benefit from QuickBooks recognises QBO files natively — double-click to import. Transactions land directly in the bank reconciliation queue with payee names and amounts pre-populated..
How accurate is the conversion?
BankScan AI achieves 99%+ accuracy on Truist statements, handling Legacy BB&T and SunTrust statement formats still appear for customers who have not yet been fully migrated, the merger created accounts with different numbering schemes, and Truist One checking reward entries use a unique format automatically.