FreshBooks Bank Import
Import bank statement PDFs into FreshBooks by converting them to CSV format. Perfect for small business owners and freelancers who need simple, efficient bookkeeping.
Fast Import
Convert & import in under 5 minutes
Small Business Ready
Perfect for FreshBooks users
Auto-Categorization
FreshBooks matches transactions automatically
FreshBooks CSV Format
| Field | Format | Example |
|---|---|---|
| Date | MM/DD/YYYY | 01/15/2024 |
| Description | Transaction details | Office Supplies - Staples |
| Amount | Negative for expenses, positive for income | -45.99 |
✓ Automatically Formatted
Our converter automatically formats your bank statements to match FreshBooks' requirements.
Conversion Process
Step 1: Get Bank PDF
Download your bank statement as PDF from your online banking.
Step 2: Convert for FreshBooks
Convert for FreshBooksStep 3: Import to FreshBooks
Use your CSV file in FreshBooks bank import feature.
Import to FreshBooks
FreshBooks Import Steps
- 1Log in to FreshBooks and go to Banking → Bank Accounts
- 2Select your bank account or add a new one
- 3Click Import Transactions or Upload Statement
- 4Choose your converted CSV file and upload
- 5Review transactions and let FreshBooks automatically categorize them
💡 FreshBooks Pro Tip:
FreshBooks learns from your categorization choices and automatically categorizes future similar transactions, saving you even more time!
Convert for FreshBooks Now
Streamline your FreshBooks bookkeeping with automated bank statement imports.
Start Free ConversionPerfect for freelancers and small businesses using FreshBooks