HSBC Bank Statements in PDF?

Skinbad · ‎March 24, 2019

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?

MaryLurleenM · ‎March 25, 2019

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:

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

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

View solution in original post

MaryLurleenM · ‎March 25, 2019

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:

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

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

mungajim · ‎January 19, 2020

hi,

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

regards

BettyJaneB · ‎January 19, 2020

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!

LoobyLou · ‎January 29, 2022

Please can you recommend a free converter I do not wish to pay for this as I will only use it once I

KlentB · ‎January 30, 2022

Hi there, LoobyLou.

I can share some tips on how you can convert your PDF files.

There are plenty of third-party converters that can change the file type of your downloaded bank transactions. While we're unable to specifically recommend which one to use, you may search for some reviews online to ensure that you'll find all of the features you need. I'd also suggest trying their trial options available since you'll only be using it once.

Additionally, here are some articles that you can read to help manage and review your bank transactions in QBSE:

I'm still here if you have any other concerns or further questions. Just add a comment below and I'll get back to you.

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HSBC Bank Statements in PDF?