Convert bank statements to FreshBooks
Drop a PDF statement and download the file FreshBooks imports directly (CSV). Converted on your computer, reconciled against the printed balances, never uploaded.
How to import into FreshBooks
- Drop the PDF (or scan) above and check the badge reads Reconciled.
- Download CSV. OFX files are part of Pro. The 3-day trial unlocks them and needs no card. CSV is on the free plan.
- In FreshBooks: Accounting → Bank Reconciliation → Import statement, choose the file, and map or confirm the columns.
- Review the imported transactions and reconcile as usual. Full walkthrough: guide.
Why CSV
FreshBooks imports bank transactions from a CSV with Date, Description and Amount columns. Rowledger exports it with consistent dates and signed amounts.
Questions
Is the statement uploaded to convert it for FreshBooks?
No. Rowledger runs inside your browser; the PDF never leaves your computer. You can convert with the internet disconnected.
Which format should I use for FreshBooks?
FreshBooks imports bank transactions from a CSV with Date, Description and Amount columns. Rowledger exports it with consistent dates and signed amounts.
What if the statement is a scan?
Rowledger OCRs scans and photos on your device, then checks every row against the printed balances so OCR slips are flagged instead of imported.
How are duplicates avoided?
QBO and OFX exports carry a deterministic unique ID per transaction, so importing the same statement twice does not create duplicates. For CSV imports, exclude overlapping rows in the accounting software.
Other accounting software
QuickBooks Online · QuickBooks Desktop · Xero · Wave · Sage · Quicken
FreshBooks is a trademark of its owner; Rowledger is independent software and not affiliated with it.