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.
One 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?
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?
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?
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?
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?
Converting is free to start. Excel, CSV and JSON download with no login; the QuickBooks file is included with every paid plan, starting with Starter.