How to Convert a Lloyds Bank Statement to Excel, Xero or QuickBooks

Lloyds Bank Internet Banking and the app show recent activity, and Open Banking feeds pull it into Xero or QuickBooks — until the feed drops, the account closes, or you need a prior year. Then you're left with PDF statements. Here's how to convert a Lloyds Bank statement PDF into Excel, CSV, or a Xero/QuickBooks-ready file, scanned copies included.

Get your Lloyds statement PDF

1. Sign in at lloydsbank.com (or the Lloyds Bank app).
2. Open the account and go to Statements / Documents.
3. Choose the statement period and download the PDF. Lloyds keeps several years of statements online.

Lloyds business accounts work the same way.

Convert it

1. Open Convert Bank Statements and drop the Lloyds PDF in.
2. Every transaction is extracted automatically — no template setup.
3. Check the balance badge: Balanced means opening balance + money in − money out equals the printed closing balance.
4. Export as Excel, CSV, OFX, or QuickBooks .QBO and import into Xero, Sage, or QuickBooks.

Lloyds-specific tips

• Open Banking gaps are the whole point. Feeds cover recent activity only; older periods and lapsed connections are PDF-only — the catch-up scenario this is built for.
• Dates as DD/MM/YYYY. UK statements and UK Xero/Sage expect day-first dates; the export keeps them consistent so nothing shifts.
• Lloyds credit cards convert with correct charge/payment polarity.
• Scanned or photographed statements work too; the balance check catches OCR misreads. See the scanned statement guide.

Is it accurate?

Every account is reconciled the way a bookkeeper would check it. If a row breaks the math, it's flagged for review instead of silently exported. Details on our security page.

FAQ

Does this work for Lloyds business accounts? Yes — Lloyds current accounts, savings, business, and credit cards, digital or scanned.

Which format for Xero? OFX imports with the least mapping; CSV works with a one-time column map.

Is my data safe? Your PDF is never stored and never used to train AI. See our Privacy Policy.

How much does it cost? 15 free pages on sign-up. Page packs start at $12 and never expire. See pricing.

Convert a Lloyds statement now →

Related guides

• Convert an HSBC statement
• Convert a NatWest statement
• Import a bank statement into Sage
• Convert a scanned bank statement (OCR)

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Not affiliated with or endorsed by Lloyds Bank. Lloyds Bank is a trademark of Lloyds Bank plc. Xero is a trademark of Xero Limited; QuickBooks of Intuit Inc.