Does FreshBooks accept OFX or QBO?

Its manual import path is CSV. OFX and QBO are used by its bank connections rather than offered for upload.

Can I import income as well as expenses?

Yes. A signed amount column carries both — negative for money out, positive for money in — which is what our CSV writes.

Bank statements into FreshBooks

FreshBooks leans on its bank connections, and its manual path is CSV. For anything a connection cannot reach — a closed account, an unsupported bank, a period before you connected — CSV is how the transactions get in.

Which format to use

Start here

CSV for FreshBooks

FreshBooks’ own import format for bank transactions, and the only one it offers for manual upload.

PDF bank statement to CSV

Excel

When you want to review or categorise the rows first, then save as CSV.

Convert to Excel

Importing a period the connection already covers doubles it

FreshBooks does not reconcile an uploaded CSV against transactions its bank connection already imported. Both sets stay, and there is no merge step. Before uploading, check the earliest date the connection has pulled and end your converted statement the day before it.

How to import it

1Convert the PDF statement to CSV.
2In FreshBooks: Accounting → Bank Connections → Upload a file.
3Select the account and confirm the column headings.
4Categorise the imported expenses.

Questions

Does FreshBooks accept OFX or QBO?: Its manual import path is CSV. OFX and QBO are used by its bank connections rather than offered for upload.
Can I import income as well as expenses?: Yes. A signed amount column carries both — negative for money out, positive for money in — which is what our CSV writes.

Every format we write

CSV Excel All formats

Need to split, merge or unlock the PDF before converting it? Gizmoop’s free PDF tools do that in your browser, no account needed.