TD Bank + FreshBooks: Bridge the Gap
Need to get your TD Bank (US) bank statement into FreshBooks? TD Bank uses MM/DD and straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns — which needs converting to CSV / OFX (Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns) for FreshBooks import.
How BankScan AI Converts TD Bank for FreshBooks
Convert your bank statement PDF to CSV with BankScan AI, then import into FreshBooks to reconcile invoices and track expenses automatically. 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 FreshBooks
Our AI parses TD Bank's layout, converts dates to YYYY-MM-DD or MM/DD/YYYY, and outputs CSV / OFX.
Import into FreshBooks
In FreshBooks, go to Banking > Add Account > Import Transactions from File. Upload your CSV or OFX file, map the columns, and import.
FreshBooks Import Tip
Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns
TD Bank to FreshBooks Features
- TD Bank optimised — Trained on TD Bank's straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns with MM/DD parsing
- FreshBooks formatted — Output as CSV / OFX with Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns
- Date conversion — Converts MM/DD to YYYY-MM-DD or MM/DD/YYYY automatically
Import TD Bank Data into FreshBooks
After converting your TD Bank statement with BankScan AI:
- In FreshBooks, go to Banking > Add Account > Import Transactions from File
- Upload your CSV or OFX file, map the columns, and import
Common Import Issues
FreshBooks limits imports to 500 transactions per file. For longer periods, split into monthly files. OFX import is generally smoother than CSV.
Import TD Bank into FreshBooks Today
Automatic date conversion (MM/DD to YYYY-MM-DD or MM/DD/YYYY), column mapping, and format validation.
Import TD Bank to FreshBooks Free