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
Last updated