Convert a bank statement to FreshBooks
FreshBooks lets you bulk-import expenses and transactions from a CSV instead of retyping them. Convert your statement PDF to a categorized CSV, then upload it so each row lands as a dated, categorized expense.
How to import a statement into FreshBooks
- 1. Convert the statement. Upload the 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 FreshBooks import a PDF bank statement?
- No — FreshBooks imports transactions from CSV. Convert the PDF statement to CSV first, then upload it.
Export to other tools
Convert a statement from your bank
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