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HSBC Bank Statements in PDF?

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?

Solved
Best answer 03-25-2019

Accepted Solutions
Moderator

Re: HSBC Bank Statements in PDF?

Welcome to Community, Skinbad.

 

You can look for an online .PDF to .CSV file converter. Make sure to check the file converted to ensure all data is accurate before you import the transactions.

 

Here's how to import:

 

  1. Select Imports.
  2. Click Import older transactions on the right side of the account you wish to import. 
  3. Follow the instructions onscreen to finish importing your data.
  4. Select Import.

Let me know if you have other questions about QuickBooks Self-Employed.

View solution in original post

3 REPLIES 3
Moderator

Re: HSBC Bank Statements in PDF?

Welcome to Community, Skinbad.

 

You can look for an online .PDF to .CSV file converter. Make sure to check the file converted to ensure all data is accurate before you import the transactions.

 

Here's how to import:

 

  1. Select Imports.
  2. Click Import older transactions on the right side of the account you wish to import. 
  3. Follow the instructions onscreen to finish importing your data.
  4. Select Import.

Let me know if you have other questions about QuickBooks Self-Employed.

View solution in original post

Level 1

Re: HSBC Bank Statements in PDF?

hi,

 

I cannot seem to get this to work, it just keeps coming up with file upload error. can someone please assist me

 

regards

QuickBooks Team

Re: HSBC Bank Statements in PDF?

Hello there, @mungajim.

 

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:

I'm still here to help if you have any other questions, just notify me by leaving a reply below. Good night!