QuickBooks Online accepts bank transactions as a 3-column or 4-column CSV, and rejects files that don't follow its rules. StatementPro produces the 3-column layout directly from the PDF statement, already cleaned the way QuickBooks asks.
No credit card required · 10 free pages every month.
Any UK bank. Purpose-built readers for HSBC, Lloyds, Revolut, Starling, Tide and Allica; our AI reads the rest.
The totals and the running balance have to agree with what the bank printed. If a statement can't be checked, or doesn't tie, it says so before you import anything.
One click gives you a CSV laid out the way QuickBooks asks for it — then import it into the bank account.
QuickBooks' help page lists characters that can stop an upload (such as commas, brackets and quote marks) and asks for no zero amounts. StatementPro removes those characters from descriptions and leaves out lines with no money, so the file goes in as it is.
In QuickBooks Online, go to All apps, select Accounting, then Bank transactions.
Select the Link account dropdown, then Upload from file (or Upload transactions if the account isn't connected to online banking). Choose the bank or credit card account.
Follow the on-screen steps to map the three columns, then review and categorise the transactions as usual.
Upload a credit card statement into a credit card account in QuickBooks, not a current account, so payments and purchases post the right way round.
Importing a statement nobody has checked moves the problem into your ledger. StatementPro walks every transaction against the statement's own running balance and totals first, and tells you plainly when it couldn't.
Every date goes in as day/month/year. If a date can't be read without guessing — say, a statement that prints no year — the QuickBooks file isn't made, rather than landing transactions in the wrong period.
Convert several statements together and StatementPro tells you when two of them cover the same days, so the same transactions don't go in twice.
The source PDF is deleted the moment conversion completes. The structured output is kept for 90 days by default (a year, if you choose that when you sign up) and is deletable anytime.
Date — day/month/year; Description — the bank's narrative, with any reference added; Amount — money in positive, money out negative. QuickBooks' help page lists characters that can stop an upload (such as commas, brackets and quote marks) and asks for no zero amounts. StatementPro removes those characters from descriptions and leaves out lines with no money, so the file goes in as it is.
Go to bank transactions: In QuickBooks Online, go to All apps, select Accounting, then Bank transactions. Upload from file: Select the Link account dropdown, then Upload from file (or Upload transactions if the account isn't connected to online banking). Choose the bank or credit card account. Map, review, categorise: Follow the on-screen steps to map the three columns, then review and categorise the transactions as usual. Upload a credit card statement into a credit card account in QuickBooks, not a current account, so payments and purchases post the right way round.
One signed Amount column leaves nothing to mis-map: money in is positive and money out is negative, in every row.
Any UK bank statement PDF. HSBC, first direct, Lloyds, Revolut, Starling, Tide and Allica have purpose-built readers; every other bank is read by our AI and checked the same way. Statements that are scanned or photographed are read too, and marked for a closer look.
Convert them together and download each statement's QuickBooks file. Each file is one statement for one bank account, so it always goes into the right account.
The free tier converts 10 pages a month, no credit card required. Paid plans start at £29/month with pooled page allowances and no per-seat charges.
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