Bank Statement Converter for the US
Chase, Bank of America, Wells Fargo, Citi, Amex — PDF straight to QuickBooks .qbo.
"The .qbo export imports cleanly into QuickBooks Online."— Maria L., Austin
- · QuickBooks Online
- · Xero
- · Wave
- · FreshBooks
Schedule C-aligned categories for sole proprietors.
Supported United States banks
Tax & compliance guidance
Categories map to IRS Schedule C lines (advertising, contract labor, meals-50%, office, travel, utilities, etc.) so your sole-proprietor return is drop-in-ready.
Contractor payments ≥ $600/yr are aggregated per counter-party with EIN/SSN placeholders so you can generate 1099-NEC filings directly.
State-by-state sales tax collected vs remitted is tracked from POS descriptors — helpful for economic-nexus review across NY, CA, TX and 40+ other states.
United States conversion checklist (Tax, statement retrieval, common mistakes)
A downloadable Markdown checklist covering retrieval channels for United States banks, the Tax / statutory fields to preserve, the accounting formats your CA will ask for, and the top conversion mistakes to avoid. Print it before your next reconciliation run.