Convert a Chase statement to FreshBooks
FreshBooks won't read a PDF, and Chase won't export straight to FreshBooks. Convert your Chase statement into a clean, categorized CSV, then import it into FreshBooks in a couple of clicks.
Why Chase statements don't import into FreshBooks directly
FreshBooks imports bank data from CSV, not PDF, so a Chase statement has to be converted first. Chase splits deposits and withdrawals into separate columns; the converter normalizes them into a single signed Amount column. You get one clean, FreshBooks-ready ledger instead of fighting merged cells and split columns.
How to import a Chase statement into FreshBooks
- 1. Convert the statement. Upload your Chase 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 Chase PDF into FreshBooks directly?
- No. FreshBooks imports CSV, not PDF. Convert your Chase statement to CSV first, then import it.
- Is my Chase 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 Chase to another tool
Convert another bank to FreshBooks
Related guides
- How to Import Bank Statements into FreshBooks
How to get transactions from a PDF bank statement into FreshBooks using a CSV — the format FreshBooks expects and how to prepare it fast.
- How to Convert a Bank Statement PDF to CSV
The fastest way to turn a bank statement PDF into a clean CSV — what a CSV needs to contain, why manual methods break, and how to do it in seconds.
- How to Convert a Scanned Bank Statement to CSV
Scanned or photographed bank statements have no selectable text, so most converters choke on them. Here's how to turn an image-only PDF into a clean CSV.
- How to Import Bank Statements into QuickBooks
How to get transactions from a PDF bank statement into QuickBooks Online using a CSV — the format QuickBooks expects, and how to prepare it in seconds.
Not affiliated with Chase or FreshBooks. Your statement is processed in memory to extract transactions and is never stored.