How to Import Bank Statements into Xero: Step-by-Step Guide
Struggling to get your bank statements into Xero?
This guide shows you exactly how to convert PDF statements and import them into Xero for accurate bookkeeping.
Why Import Bank Statements to Xero?
- Save hours of manual data entry
- Reduce errors in transaction recording
- Maintain accurate financial records
- Simplify reconciliation process
Step 1: Convert PDF to CSV
First, convert your bank statement PDF to CSV format using our converter:
- Upload your PDF
- Select the transaction table
- Export as CSV
Step 2: Format for Xero
Xero requires specific column headers. Our converter automatically formats data correctly for Xero import.
Step 3: Import to Xero
In Xero, navigate to Banking > Import and upload your CSV file. Map the columns if prompted and review transactions.
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Learn how to convert PDF bank statements to Xero-compatible CSV format. Import transactions into Xero accounting software quickly and accurately.
Export PDF bank statements to Xero-compatible CSV. Import transactions into Xero quickly.
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