Hello @Mitramonday
PDFs aren’t designed to be converted to another format such as CSV, so the chances of it converting well are slim I’m afraid. I would certainly raise this issue with HSBC, although I have no doubt they will address this in the future to help make data more portable.
With a document in the receipt hub, you have 2 options:
- Attach it to an existing purchase invoice
- Create a new one
If you are creating a new one from within the receipt hub, you can mark it as paid there and then, which will create a tagged bank transaction for you as a result.
The truth is - there are quite a few different ways to enter your data in QuickFile. Creating documents and marking them as paid from the receipt hub is just one, creating purchases manually is another, importing bank statements is certainly another. We’ve made it to be pretty flexible to adapt to the way people work.
An easier approach to getting your bank transactions into QuickFile, may be to use the bank feed from Yodlee (see here for details). These can pull your details in automatically for you. However, I do recommend looking at a separate bank account. It may cost a little bit more, but it makes things easier to manage, especially if you have a query come in from HMRC.
We have some more information on features and pricing on a select number of banks, here:
https://www.quickfile.co.uk/businessbanking