Statements2Excel

HSBC → QuickBooks

Convert a HSBC bank statement PDF to QuickBooks

HSBC only offers Excel/CSV export from the live transactions list — issued statements themselves download as PDF only. Converting the statement PDF is the only way to get a reconciled monthly HSBC statement into Excel. Every row is checked against the running balance before you get the file, so the figures reconcile instead of just looking plausible.

3 pages free· then $3 a bank statement· no account, no card

All pricing →

Convert your HSBC bank statement

3 pages free. No account, no card.

Your file is deleted after processing — we keep no copy. What we do with it.

What you get

Your statement, already reconciled

Left, the text as it comes out of a statement PDF. Right, the sheet you download — same figures, in columns, each one checked against the balance the bank printed.

december-statement.pdf
STATEMENT OF ACCOUNT    Page 1 of 3
BALANCE BROUGHT FORWARD    1,250.50
03DEC25 TESCO STORES 4821 GB
               42.10-      1,208.40
05DEC25 ACME LTD SALARY
            2,400.00       3,608.40
09DEC25 BRITISH GAS   DD
              118.62-      3,489.78
14DEC25 TFL TRAVEL CH
               38.40-      3,451.38
21DEC25 CARD PAYMENT REF 90
              560.00-      2,891.38
31DEC25 INTEREST PAID
                1.24       2,892.62
BALANCE CARRIED FORWARD    2,892.62
statement.xlsx
datedescriptionamount balancechecked
2025-12-03Tesco Stores 4821-42.101,208.40
2025-12-05Acme Ltd salary+2,400.003,608.40
2025-12-09British Gas DD-118.623,489.78
2025-12-14TfL travel charge-38.403,451.38
2025-12-21Card payment ref 90-560.002,891.38
2025-12-31Interest paid+1.242,892.62
6 rows checked against the running balance · closing variance 0.00

Get the PDF

Where HSBC keeps your bank statement PDF

The exact path through HSBC.

  1. 1Log on to HSBC UK online banking (or open the Mobile Banking app).
  2. 2Online: select 'Statements' from the quick links menu. App: pick the account, then tap 'View statements'.
  3. 3Choose the statement type, then the year and month you need.
  4. 4Select 'Download a statement' — it saves as a PDF (up to 6 years of statements are available).

Convert it

Turning that PDF into QuickBooks

  1. 1Download the PDF Take the HSBC bank statement using the steps above.
  2. 2Upload it here One statement or a multi-page month — the first 3 pages convert free, with no account.
  3. 3Check the rows, then download You see the extracted rows and the balance check before paying for anything. An ofx file you can import straight into quickbooks, with date, description, amount and balance.

Then import it

Getting the HSBC rows into QuickBooks

The conversion is half the job. This is the other half.

  1. 1In QuickBooks Online, open Transactions, then Bank transactions.
  2. 2Select the account, then 'Link account' → 'Upload from file' (on an already-connected account, use the dropdown beside 'Update').
  3. 3Upload the .ofx file you downloaded here and pick the account it belongs to.
  4. 4Review the imported rows in For Review, then accept them. QuickBooks matches anything it already knows about, so previously-recorded transactions won't double up.

Your file

What happens to the bank statement you upload

You're handing a financial document to a website you found through a search result. Here is exactly what it does with it.

Retention
60 minutes. Your PDF and the spreadsheet built from it are deleted on a timer, whether you download or not.
Accounts
None. No signup, no password, no email required to convert or to pay.
Where it runs
One server in London. PDFs are parsed there; the text isn't handed to an outside service.
If it's wrong
14 days, refunded. And you see the extracted rows before you're asked for money.

Questions

HSBC bank statements, specifically

How do I convert a HSBC bank statement to QuickBooks?

Upload your HSBC bank statement PDF, and LedgerLift returns an OFX file you can import straight into QuickBooks with date, description, amount and balance columns — usually in seconds.

Can I export my HSBC bank statement to QuickBooks?

Yes. HSBC doesn't export to QuickBooks directly, so download the bank statement as a PDF and convert it here — no manual copying.

How do I download my HSBC bank statement as a PDF?

Log on to HSBC UK online banking (or open the Mobile Banking app). Online: select 'Statements' from the quick links menu. App: pick the account, then tap 'View statements'. Choose the statement type, then the year and month you need. Select 'Download a statement' — it saves as a PDF (up to 6 years of statements are available). Then upload it here.

What does it cost to convert a HSBC bank statement?

The first 3 pages are free and need no account. Past that it's $3 to unlock the statement you just converted, which also leaves you credit towards the next one. Full pricing.

Is it accurate?

The extracted rows are re-added and compared against the running balance printed on the bank statement. If the two agree, the figures are arithmetically sound; any row that can't be resolved confidently is flagged in the preview rather than quietly guessed at.

Is my data secure?

Your PDF is deleted automatically after processing and we keep no copy. There's no account to create, and we never sell, share or train on financial data.

Which HSBC accounts are supported?

Current, savings and credit-card HSBC statements in PDF format. Multi-page documents are fine.