TSB → QBO for Tax Preparers
As tax preparer, you need TSB bank statements in QBO format. TSB statements are formatted similarly to Lloyds. BankScan AI recognises the layout and applies the correct parsing rules. BankScan AI handles the conversion — DD MMM YY, single column with Type indicators, payment/receipt amounts, and running balance, and all.
How It Works
Upload TSB PDF
Drop your TSB statement PDF. Supports PDF.
AI converts to QBO
Parses TSB's DD MMM YY, extracts all transactions, outputs QBO (.qbo).
Use in your tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
TSB + QBO + Tax Preparers
- TSB expertise — Handles DD MMM YY and single column with Type indicators, payment/receipt amounts, 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 tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
TSB to QBO — For Tax Preparers
Handles DD MMM YY, outputs perfect QBO. Free tier available.
Convert TSB to QBO Free