99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Truist → QIF for Tax Advisors
As tax advisor, you need Truist bank statements in QIF 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 QIF
Parses Truist's MM/DD, extracts all transactions, outputs QIF (.qif).
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 + QIF + 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
- QIF output — Maximum backward compatibility with older financial software. Some users with legacy Quicken setups spanning decades rely exclusively on QIF for data continuity.
- 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 QIF — For Tax Advisors
Handles MM/DD, outputs perfect QIF. Free tier available.
Convert Truist to QIF FreeFrequently Asked Questions
Can I convert Truist to QIF?
Yes. BankScan AI converts Truist PDFs to QIF with MM/DD and all transaction details preserved. BankScan AI generates QIF files with the correct date format for your locale (D field), payee names (P field), amounts (T field), and category hints (L field) where identifiable.
Is QIF right for tax advisors?
Users of Quicken, older QuickBooks Desktop versions, and legacy financial software that accepts QIF but not OFX or CSV Tax Advisors particularly benefit from Maximum backward compatibility with older financial software. Some users with legacy Quicken setups spanning decades rely exclusively on QIF for data continuity..
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.