Convert a Bank of America statement to FreshBooks
FreshBooks won't read a PDF, and Bank of America won't export straight to FreshBooks. Convert your Bank of America statement into a clean, categorized CSV, then import it into FreshBooks in a couple of clicks.
Why Bank of America statements don't import into FreshBooks directly
FreshBooks imports bank data from CSV, not PDF, so a Bank of America statement has to be converted first. BofA lists each section separately with its own subtotal; the converter merges them back into one date-ordered ledger. You get one clean, FreshBooks-ready ledger instead of fighting merged cells and split columns.
How to import a Bank of America statement into FreshBooks
- 1. Convert the statement. Upload your Bank of America statement PDF and download the categorized CSV.
- 2. Open the importer. In FreshBooks: Expenses → the import/upload option, or Accounting → Bank Connections → Upload.
- 3. Map & import. Match Date, Description/Merchant, and Amount to the CSV columns and import.
Frequently asked questions
- Can I import a Bank of America PDF into FreshBooks directly?
- No. FreshBooks imports CSV, not PDF. Convert your Bank of America statement to CSV first, then import it.
- Is my Bank of America statement stored anywhere?
- No. Your PDF is processed in memory to extract the transactions and is never stored.
- Can FreshBooks import a PDF bank statement?
- No — FreshBooks imports transactions from CSV. Convert the PDF statement to CSV first, then upload it.
Export Bank of America to another tool
Convert another bank to FreshBooks
Related guides
- How to Import Bank Statements into FreshBooks
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- How to Convert a Bank Statement PDF to CSV
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- How to Convert a Scanned Bank Statement to CSV
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- How to Import Bank Statements into QuickBooks
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Not affiliated with Bank of America or FreshBooks. Your statement is processed in memory to extract transactions and is never stored.