HSBC
Download HSBC UK business statements (PDF) and convert to Excel
Updated January 2025 · 6 min read
HSBC UK business accounts provide PDF statements that are essential for reconciliation when clients can't share account access. Multi-currency accounts are common and require special handling.
This content is informational only and does not constitute legal, tax, or financial advice.
Download an HSBC PDF statement
- Log in to HSBC Business Internet Banking.
- Navigate to Statements & Documents.
- Select the account and statement period.
- Download the monthly PDF statement.
- For multi-currency accounts, ensure the PDF shows both original and base currency amounts.
Convert to Excel for reconciliation
- Upload the PDF to StatementScribe for extraction.
- HSBC statements may include FX transactions—validate exchange rates and fees separately.
- Export to Excel with columns: date, description, original currency, amount, base currency amount, balance.
Common challenges
- Multi-currency accounts require careful validation of exchange rates.
- FX fees may appear as separate line items—include them in reconciliation.
- Business accounts may have complex transaction formats with multiple sections.
Tips for accountants
- PDF statements from HSBC are more reliable than CSV exports for business accounts.
- When clients can't provide account access, request PDF statements via secure portal.
- For multi-currency accounts, keep original currency amounts for audit purposes.
FAQ
How do I handle multi-currency accounts?
Multi-currency accounts require careful validation of exchange rates. Keep original currency amounts for audit purposes and validate FX fees separately.
Are PDF statements more reliable than CSV exports?
Yes, PDF statements from HSBC are more reliable than CSV exports for business accounts. PDFs include all transaction types and balances.