TD Bank + Clear Books: Bridge the Gap
Need to get your TD Bank (US) bank statement into Clear Books? TD Bank uses MM/DD and straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns — which needs converting to CSV (Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits) for Clear Books import.
How BankScan AI Converts TD Bank for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. TD Bank US statements use a straightforward layout with daily balances and categorized transactions. BankScan AI handles both personal and business TD Bank statement formats.
How It Works
Upload your TD Bank PDF
Drag and drop your TD Bank statement. Supports PDF with MM/DD handling.
AI converts for Clear Books
Our AI parses TD Bank's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Clear Books
In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns.
Clear Books Import Tip
Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
TD Bank to Clear Books Features
- TD Bank optimised — Trained on TD Bank's straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns with MM/DD parsing
- Clear Books formatted — Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
- Date conversion — Converts MM/DD to DD/MM/YYYY automatically
Import TD Bank Data into Clear Books
After converting your TD Bank statement with BankScan AI:
- In Clear Books, go to Money > Bank Accounts > select your account > Import
- Upload the CSV and map Date, Description, Money in, and Money out columns
Common Import Issues
Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Import TD Bank into Clear Books Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import TD Bank to Clear Books Free