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Skinbad
March 24, 2019
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HSBC Bank Statements in PDF?

  • March 24, 2019
  • 1 reply
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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?

Best answer by MaryLurleenM

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.

1 reply

MaryLurleenM
MaryLurleenMAnswer
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:

 

  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.

    M
    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
      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!

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