Hey guys. I've just signed up for the free trial and am having issues with uploading my bank statements. I understand that the file must be CSV but my bank (HSBC) only allow me to download them in PDF format. Does anyone have any insight into this?
If you're using a third-party converter to update the bank file from PDF to CSV and have it uploaded in QuickBooks Online, I recommend getting in touch with your 3rd party Customer Care Team. They have special tools like the screen-sharing session that can help you upload the file successfully.
I'm adding here some links that you can visit about adding old transactions and importing transaction in QuickBooks Self-Employed for reference: