Import notes
- Use the same date format selected here.
- Import numbered batches in order.
- Review signs and possible duplicates.
Convert Bank Statement to FreshBooks CSV
Convert a bank statement into reviewed CSV batches for FreshBooks Bank Reconciliation. This tool does not create FreshBooks Expense Import files.
Choose the source statement
Accepted: CSV, TSV, delimited TXT and selectable-text PDF Beta. Scanned or image-only PDF is Coming Soon.
Conversion result
Source data accounting
Export
The FreshBooks CSV uses Description, Date, Amount. Choose the same date format during FreshBooks import, review every transaction, then complete the import in FreshBooks.
Before you import
Upload each generated batch to the correct FreshBooks Bank Reconciliation account and map Description, Date and Amount.
Limitations
- This is not FreshBooks Expense Import.
- Each account and currency needs a separate import.
- Category and Merchant are not created.
FreshBooks CSV questions
Which FreshBooks import workflow is this for?
FreshBooks Bank Reconciliation file import, not Expense Import.
How are large FreshBooks transaction files handled?
The converter creates numbered chronological CSV batches to import in order, plus a separate audit CSV.
Can I convert a PDF bank statement for FreshBooks?
Yes, when the PDF has selectable text. PDF input is Beta, and scanned or image-only PDFs are not supported.
Is this an official FreshBooks integration?
No. This is an independent file-conversion tool. FreshBooks does not certify or endorse it.