UK
About TSB statements
TSB split from Lloyds in 2013 and is now owned by Sabadell, but it kept the traditional high-street branch model. The file you want is the official statement PDF from Internet Banking or the app, under Statements, not a printed mini-statement or a transaction search.
On a TSB statement a long retailer name often wraps onto a second line, with a payment-type label sitting inside the description. That's exactly the detail that gets scrambled when you paste a PDF into a spreadsheet, and exactly what the converter preserves, column by column.
The figures stay in GBP (pounds) and dates read DD/MM/YYYY, the same as on the original statement. A scanned statement is no problem; it's read with OCR into the same layout, with the balance checked either way.
You end up with a file QuickBooks accepts on the first try, with the PDF-wrangling taken care of before it gets there.
Why people convert TSB to QuickBooks
Not every TSB account is worth wiring a live feed to — a closed account, a rarely-used one, a single month you need on file. Converting the PDF is quicker than connecting a feed for a one-off, and it imports the same way.
It's handy mid-year too, not just at catch-up. A one-off TSB account, a statement the feed skipped, or a closed account you still need on file — convert the PDF and it goes into QuickBooks like any other import.
Import a TSB statement into QuickBooks
QuickBooks Online takes a CSV; QuickBooks Desktop takes a .qbo Web Connect file.
- Convert the PDF above. For QuickBooks Online download the QuickBooks CSV; for Desktop download the QBO.
- QuickBooks Online: Banking → Bank transactions → Link account → Upload from file.
- Pick the CSV, map Date / Description / Amount, choose the account, and import.
- QuickBooks Desktop: File → Utilities → Import → Web Connect Files, then select the .qbo.
infoOne honest caveat
The QBO file carries a placeholder bank id, so QuickBooks Desktop can reject it with an OL-301 error ("not a participating financial institution") until you set your own bank's id. For a reliable import, use the QuickBooks CSV in QuickBooks Online instead — we don't claim the QBO will import everywhere.
The totals are checked first
Before the QuickBooks-ready file downloads, the running balance is checked end to end. A missing or doubled line is caught at this step, not after it's already in QuickBooks.
Frequently asked questions
Will the TSB file import into QuickBooks?expand_more
In QuickBooks Online the CSV imports cleanly under Banking → Upload from file. The Desktop QBO can hit an OL-301 error ("not a participating financial institution") until you set your own bank's id — so for Online, stick with the CSV.
What's on a TSB statement?expand_more
On a TSB statement a long retailer name often wraps onto a second line, with a payment-type label sitting inside the description. The converter reads each of those into its own column, so the QuickBooks-ready file imports into QuickBooks cleanly.
Where do I download the TSB statement?expand_more
From Internet Banking or the app, under Statements. Save the PDF, then drop it into the converter above — multi-page and multi-month statements are read in one go.
Can I use a photo of my TSB statement?expand_more
Yes. Scanned or photographed PDFs are read with OCR into the same columns, and the balance check still runs, so a scan converts the same as a digital download.
Is it free?expand_more
Converting is free to start. Excel, CSV and JSON download with no login; the QuickBooks file needs a free sign-in.