Importing a Bank Statement

This process let you know how a bank statement is imported.

Step 1: Click "Bank Accounts" from Dashboard.

Step 2: From the screen click on 'upload transactions' on the top.

Step 3: A pop-up will appear from where you can select whether you just want Dr column or both (Dr & Cr). Below, click on 'Select File' to upload the bank statement you want to upload and click "Submit"

Note: Once you click 'Submit' it will automatically start uploading the transactions and you could further assign the transactions later from the same screen.

  • About manually importing bank statements

  • Import an OFX bank statement

  • Import a QIF bank statement

  • Import a bank statement using a CSV format

  • Import a precoded bank statement using a CSV file

  • Change the way Xero imports CSV bank statements

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